Clearview Wealth Advisors’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Clearview Wealth Advisors’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
2023 Q3	–	Sell	-200	Closed	-$4.55K	–	172
2023 Q2	$4.55K	Hold	200	–	–	﹤0.01%	443
2023 Q1	$3.87K	Hold	200	–	–	﹤0.01%	455
2022 Q4	$3.02K	Sell	200 -102	-34%	-$1.75K	﹤0.01%	447
2022 Q3	$6K	Hold	302	–	–	﹤0.01%	387
2022 Q2	$5K	Hold	302	–	–	﹤0.01%	423
2022 Q1	$10K	Hold	302	–	–	0.01%	375
2021 Q4	$12K	Hold	302	–	–	0.01%	379
2021 Q3	$13K	Hold	302	–	–	0.01%	380
2021 Q2	$14K	Hold	302	–	–	0.01%	374
2021 Q1	$17K	Hold	302	–	–	0.01%	348
2020 Q4	$11K	Buy	+302	New	+$8.57K	0.01%	359

Other funds holding BLOK

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

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clearview Wealth Advisors's BLOK Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Amplify Blockchain Technology ETF (BLOK) in Q3 2023, closing a stake of 200 shares — an estimated $4.55K sold.

Clearview Wealth Advisors first reported a position in BLOK in Q4 2020 and held it in 11 quarters. The position peaked at $17K in Q1 2021. 161 funds tracked by Wall St. Rank hold BLOK as of Q3 2023.

Clearview Wealth Advisors reported no remaining Amplify Blockchain Technology ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 200 Amplify Blockchain Technology ETF shares in Q3 2023, an estimated $4.55K.
Clearview Wealth Advisors first reported a position in Amplify Blockchain Technology ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Amplify Blockchain Technology ETF position peaked at $17K in Q1 2021.
161 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.