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Altus Wealth Group’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Altus Wealth Group’s Portfolio BLOK Stock Details BLOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-623
Closed -$31K – 126
2021
Q1 		$31K Buy
623
+228
+58% +$11.1K 0.03% 132
2020
Q4 		$14K Buy
+395
New +$11.2K 0.01% 444

Other funds holding BLOK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Altus Wealth Group's BLOK Position: Q2 2021 in Review

Altus Wealth Group sold out of Amplify Blockchain Technology ETF (BLOK) in Q2 2021, closing a stake of 623 shares — an estimated $31K sold.

Altus Wealth Group first reported a position in BLOK in Q4 2020 and held it in 2 quarters. The position peaked at $31K in Q1 2021. 211 funds tracked by Wall St. Rank hold BLOK as of Q2 2021.

  • Altus Wealth Group reported no remaining Amplify Blockchain Technology ETF position as of Q2 2021 after selling out during the quarter.
  • Altus Wealth Group sold 623 Amplify Blockchain Technology ETF shares in Q2 2021, an estimated $31K.
  • Altus Wealth Group first reported a position in Amplify Blockchain Technology ETF in Q4 2020 and held it in 2 quarters.
  • Altus Wealth Group's Amplify Blockchain Technology ETF position peaked at $31K in Q1 2021.
  • 211 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2021.

Based on Altus Wealth Group's 13F filing for Q2 2021, filed 12 Aug 2021.