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Confluence Wealth Services’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Confluence Wealth 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
2022
Q1 		– Sell
-1,553
Closed -$62K – 349
2021
Q4 		$62K Buy
+1,553
New +$80.9K 0.02% 421

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Envestnet Asset Management
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RJA
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Susquehanna International Group
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MML Investors Services
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MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Confluence Wealth Services's BLOK Position: Q1 2022 in Review

Confluence Wealth Services sold out of Amplify Blockchain Technology ETF (BLOK) in Q1 2022, closing a stake of 1,553 shares — an estimated $62K sold.

Confluence Wealth Services first reported a position in BLOK in Q4 2021 and held it in 1 quarter. The position peaked at $62K in Q4 2021. 254 funds tracked by Wall St. Rank hold BLOK as of Q1 2022.

  • Confluence Wealth Services reported no remaining Amplify Blockchain Technology ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 1,553 Amplify Blockchain Technology ETF shares in Q1 2022, an estimated $62K.
  • Confluence Wealth Services first reported a position in Amplify Blockchain Technology ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Amplify Blockchain Technology ETF position peaked at $62K in Q4 2021.
  • 254 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.