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Fermata Advisors’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Fermata 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
2022
Q2 		– Sell
-7,236
Closed -$247K – 163
2022
Q1 		$247K Buy
7,236
+160
+2% +$5.42K 0.09% 143
2021
Q4 		$284K Sell
7,076
-6,984
-50% -$364K 0.1% 136
2021
Q3 		$628K Buy
+14,060
New +$659K 0.28% 69

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LPL Financial
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Fermata Advisors's BLOK Position: Q2 2022 in Review

Fermata Advisors sold out of Amplify Blockchain Technology ETF (BLOK) in Q2 2022, closing a stake of 7,236 shares — an estimated $247K sold.

Fermata Advisors first reported a position in BLOK in Q3 2021 and held it in 3 quarters. The position peaked at $628K in Q3 2021. 217 funds tracked by Wall St. Rank hold BLOK as of Q2 2022.

  • Fermata Advisors reported no remaining Amplify Blockchain Technology ETF position as of Q2 2022 after selling out during the quarter.
  • Fermata Advisors sold 7,236 Amplify Blockchain Technology ETF shares in Q2 2022, an estimated $247K.
  • Fermata Advisors first reported a position in Amplify Blockchain Technology ETF in Q3 2021 and held it in 3 quarters.
  • Fermata Advisors's Amplify Blockchain Technology ETF position peaked at $628K in Q3 2021.
  • 217 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2022.

Based on Fermata Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.