EWM
BLOK icon

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

Executive 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
2019
Q3 		– Sell
-300
Closed -$5K – 204
2019
Q2 		$5K Hold
300
– – ﹤0.01% 701
2019
Q1 		$5K Buy
+300
New +$5.06K ﹤0.01% 637

Other funds holding BLOK

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Executive Wealth Management's BLOK Position: Q3 2019 in Review

Executive Wealth Management sold out of Amplify Blockchain Technology ETF (BLOK) in Q3 2019, closing a stake of 300 shares — an estimated $5K sold.

Executive Wealth Management first reported a position in BLOK in Q1 2019 and held it in 2 quarters. The position peaked at $5K in Q2 2019. 51 funds tracked by Wall St. Rank hold BLOK as of Q3 2019.

  • Executive Wealth Management reported no remaining Amplify Blockchain Technology ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 300 Amplify Blockchain Technology ETF shares in Q3 2019, an estimated $5K.
  • Executive Wealth Management first reported a position in Amplify Blockchain Technology ETF in Q1 2019 and held it in 2 quarters.
  • Executive Wealth Management's Amplify Blockchain Technology ETF position peaked at $5K in Q2 2019.
  • 51 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.