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Capital Advisors Ltd’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Capital Advisors Ltd’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
2022
Q2 		– Sell
-240
Closed -$8K – 1015
2022
Q1 		$8K Buy
240
+30
+14% +$1.02K ﹤0.01% 547
2021
Q4 		$8K Hold
210
– – ﹤0.01% 533
2021
Q3 		$9K Buy
+210
New +$9.84K ﹤0.01% 441
2018
Q4 		– Sell
-2,500
Closed -$51K – 442
2018
Q3 		$51K Hold
2,500
– – 0.01% 305
2018
Q2 		$48K Buy
+2,500
New +$49.3K 0.02% 235

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LPL Financial
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Capital Advisors Ltd's BLOK Position: Q2 2022 in Review

Capital Advisors Ltd sold out of Amplify Blockchain Technology ETF (BLOK) in Q2 2022, closing a stake of 240 shares — an estimated $8K sold.

Capital Advisors Ltd first reported a position in BLOK in Q2 2018 and held it in 5 quarters. The position peaked at $51K in Q3 2018. 217 funds tracked by Wall St. Rank hold BLOK as of Q2 2022.

  • Capital Advisors Ltd reported no remaining Amplify Blockchain Technology ETF position as of Q2 2022 after selling out during the quarter.
  • Capital Advisors Ltd sold 240 Amplify Blockchain Technology ETF shares in Q2 2022, an estimated $8K.
  • Capital Advisors Ltd first reported a position in Amplify Blockchain Technology ETF in Q2 2018 and held it in 5 quarters.
  • Capital Advisors Ltd's Amplify Blockchain Technology ETF position peaked at $51K in Q3 2018.
  • 217 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2022.

Based on Capital Advisors Ltd's 13F filing for Q2 2022, filed 5 Aug 2022.