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Castle Financial & Retirement Planning Associates’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Castle Financial & Retirement Planning Associates’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
Q4 		$176K Buy
+5,066
New +$264K 0.6% 22

Other funds holding BLOK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $143M AUM 33.65% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's BLOK Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Amplify Blockchain Technology ETF (BLOK) in Q4 2021: 5,066 shares worth $176K. The stake represents 0.6% of the portfolio and ranks #22 among its holdings.

264 funds tracked by Wall St. Rank hold BLOK as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 5,066 shares of Amplify Blockchain Technology ETF worth $176K as of Q4 2021.
  • Amplify Blockchain Technology ETF was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • Amplify Blockchain Technology ETF made up 0.6% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #22 holding.
  • 264 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.