Capital Analysts LLC’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Capital Analysts LLC’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
2024 Q1	–	Sell	-164	Closed	-$5K	–	1112
2023 Q4	$5K	Hold	164	–	–	﹤0.01%	955
2023 Q3	$3K	Hold	164	–	–	﹤0.01%	1010
2023 Q2	$4K	Hold	164	–	–	﹤0.01%	900
2023 Q1	$3K	Hold	164	–	–	﹤0.01%	895
2022 Q4	$2K	Sell	164 -49	-23%	-$843	﹤0.01%	982
2022 Q3	$4K	Hold	213	–	–	﹤0.01%	909
2022 Q2	$4K	Hold	213	–	–	﹤0.01%	880
2022 Q1	$7K	Hold	213	–	–	﹤0.01%	783
2021 Q4	$9K	Buy	213 +164	+335%	+$8.54K	﹤0.01%	818
2021 Q3	$2K	Sell	49 -36	-42%	-$1.69K	﹤0.01%	921
2021 Q2	$4K	Hold	85	–	–	﹤0.01%	828
2021 Q1	$5K	Buy	+85	New	+$4.13K	﹤0.01%	864

Other funds holding BLOK

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

QAM

Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Capital Analysts LLC's BLOK Position: Q1 2024 in Review

Capital Analysts LLC sold out of Amplify Blockchain Technology ETF (BLOK) in Q1 2024, closing a stake of 164 shares — an estimated $5K sold.

Capital Analysts LLC first reported a position in BLOK in Q1 2021 and held it in 12 quarters. The position peaked at $9K in Q4 2021. 187 funds tracked by Wall St. Rank hold BLOK as of Q1 2024.

Capital Analysts LLC reported no remaining Amplify Blockchain Technology ETF position as of Q1 2024 after selling out during the quarter.
Capital Analysts LLC sold 164 Amplify Blockchain Technology ETF shares in Q1 2024, an estimated $5K.
Capital Analysts LLC first reported a position in Amplify Blockchain Technology ETF in Q1 2021 and held it in 12 quarters.
Capital Analysts LLC's Amplify Blockchain Technology ETF position peaked at $9K in Q4 2021.
187 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q1 2024.

Based on Capital Analysts LLC's 13F filing for Q1 2024, filed 14 May 2024.