EWM
BLOK icon

EPG Wealth Management’s Amplify Blockchain Technology ETF BLOK Stock Holding History

EPG Wealth Management’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
2020
Q2 		– Sell
-50
Closed -$1K – 202
2020
Q1 		$1K Hold
50
– – ﹤0.01% 721
2019
Q4 		$1K Buy
+50
New +$922 ﹤0.01% 629

Other funds holding BLOK

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
W
WealthStone Columbus, Ohio $287M AUM 57.09% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WMA
Wealth Management Associates Cherry Hill, New Jersey $290M AUM 30.1% 1-Year Est. Return

EPG Wealth Management's BLOK Position: Q2 2020 in Review

EPG Wealth Management sold out of Amplify Blockchain Technology ETF (BLOK) in Q2 2020, closing a stake of 50 shares — an estimated $1K sold.

EPG Wealth Management first reported a position in BLOK in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 46 funds tracked by Wall St. Rank hold BLOK as of Q2 2020.

  • EPG Wealth Management reported no remaining Amplify Blockchain Technology ETF position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 50 Amplify Blockchain Technology ETF shares in Q2 2020, an estimated $1K.
  • EPG Wealth Management first reported a position in Amplify Blockchain Technology ETF in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Amplify Blockchain Technology ETF position peaked at $1K in Q1 2020.
  • 46 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.