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Cascadia Advisory Services’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Cascadia Advisory Services’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
Q3 		$555K Sell
12,433
-448
-3% -$21K 0.11% 171
2021
Q2 		$614K Buy
12,881
+3,995
+45% +$196K 0.13% 158
2021
Q1 		$496K Buy
+8,886
New +$432K 0.11% 163

Other funds holding BLOK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cascadia Advisory Services's BLOK Position: Q3 2021 in Review

Cascadia Advisory Services reduced its Amplify Blockchain Technology ETF (BLOK) stake by 3.5% in Q3 2021, selling an estimated $21K and leaving 12,433 shares worth $555K. The position accounts for 0.11% of the portfolio, ranked #171.

Cascadia Advisory Services first reported a position in BLOK in Q1 2021 and has held it in 3 quarters since. The position peaked at $614K in Q2 2021. 223 funds tracked by Wall St. Rank hold BLOK as of Q3 2021.

  • Cascadia Advisory Services held 12,433 shares of Amplify Blockchain Technology ETF worth $555K as of Q3 2021.
  • Cascadia Advisory Services sold 448 Amplify Blockchain Technology ETF shares in Q3 2021, an estimated $21K.
  • Amplify Blockchain Technology ETF made up 0.11% of Cascadia Advisory Services's portfolio in Q3 2021, its #171 holding.
  • Cascadia Advisory Services first reported a position in Amplify Blockchain Technology ETF in Q1 2021 and has held it in 3 quarters since.
  • Cascadia Advisory Services's Amplify Blockchain Technology ETF position peaked at $614K in Q2 2021.
  • 223 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.