Core Wealth Advisors (Florida)’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Core Wealth Advisors (Florida)’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 Q4	–	Sell	-160	Closed	-$3K	–	262
2022 Q3	$3K	Hold	160	–	–	﹤0.01%	190
2022 Q2	$3K	Sell	160 -848	-84%	-$20.7K	﹤0.01%	186
2022 Q1	$34K	Sell	1,008 -3,036	-75%	-$103K	0.02%	94
2021 Q4	$162K	Buy	4,044 +720	+22%	+$37.5K	0.1%	42
2021 Q3	$148K	Buy	3,324 +1,185	+55%	+$55.5K	0.1%	48
2021 Q2	$102K	Buy	2,139 +1,655	+342%	+$81K	0.07%	53
2021 Q1	$27K	Buy	+484	New	+$23.5K	0.02%	81

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Core Wealth Advisors (Florida)'s BLOK Position: Q4 2022 in Review

Core Wealth Advisors (Florida) sold out of Amplify Blockchain Technology ETF (BLOK) in Q4 2022, closing a stake of 160 shares — an estimated $3K sold.

Core Wealth Advisors (Florida) first reported a position in BLOK in Q1 2021 and held it in 7 quarters. The position peaked at $162K in Q4 2021. 186 funds tracked by Wall St. Rank hold BLOK as of Q4 2022.

Core Wealth Advisors (Florida) reported no remaining Amplify Blockchain Technology ETF position as of Q4 2022 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 160 Amplify Blockchain Technology ETF shares in Q4 2022, an estimated $3K.
Core Wealth Advisors (Florida) first reported a position in Amplify Blockchain Technology ETF in Q1 2021 and held it in 7 quarters.
Core Wealth Advisors (Florida)'s Amplify Blockchain Technology ETF position peaked at $162K in Q4 2021.
186 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2022.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q4 2022, filed 14 Feb 2023.