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Castleview Partners’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Castleview Partners’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
2025
Q1 		– Sell
-1,614
Closed -$71.6K – 220
2024
Q4 		$71.6K Sell
1,614
-24
-1% -$1.08K 0.04% 289
2024
Q3 		$61.4K Sell
1,638
-2
-0.1% -$72 0.04% 304
2024
Q2 		$58.2K Sell
1,640
-475
-22% -$15.9K 0.03% 321
2024
Q1 		$77.1K Buy
2,115
+24
+1% +$744 0.04% 290
2023
Q4 		$62.4K Buy
+2,091
New +$49.2K 0.04% 262

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Castleview Partners's BLOK Position: Q1 2025 in Review

Castleview Partners sold out of Amplify Blockchain Technology ETF (BLOK) in Q1 2025, closing a stake of 1,614 shares — an estimated $71.6K sold.

Castleview Partners first reported a position in BLOK in Q4 2023 and held it in 5 quarters. The position peaked at $77.1K in Q1 2024. 184 funds tracked by Wall St. Rank hold BLOK as of Q1 2025.

  • Castleview Partners reported no remaining Amplify Blockchain Technology ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 1,614 Amplify Blockchain Technology ETF shares in Q1 2025, an estimated $71.6K.
  • Castleview Partners first reported a position in Amplify Blockchain Technology ETF in Q4 2023 and held it in 5 quarters.
  • Castleview Partners's Amplify Blockchain Technology ETF position peaked at $77.1K in Q1 2024.
  • 184 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.