PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Amplify Blockchain Technology ETF BLOK Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2024 Q3	–	Sell	-416	Closed	-$14.8K	–	382
2024 Q2	$14.8K	Hold	416	–	–	0.01%	263
2024 Q1	$15.2K	Buy	+416	New	+$12.9K	0.01%	257
2023 Q4	–	Sell	-38	Closed	-$757	–	318
2023 Q3	$757	Hold	38	–	–	﹤0.01%	251
2023 Q2	$865	Hold	38	–	–	﹤0.01%	255
2023 Q1	$735	Hold	38	–	–	﹤0.01%	306
2022 Q4	$575	Buy	+38	New	+$653	﹤0.01%	251

Other funds holding BLOK

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s BLOK Position: Q3 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Amplify Blockchain Technology ETF (BLOK) in Q3 2024, closing a stake of 416 shares — an estimated $14.8K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BLOK in Q4 2022 and held it in 6 quarters. The position peaked at $15.2K in Q1 2024. 182 funds tracked by Wall St. Rank hold BLOK as of Q3 2024.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Amplify Blockchain Technology ETF position as of Q3 2024 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 416 Amplify Blockchain Technology ETF shares in Q3 2024, an estimated $14.8K.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Amplify Blockchain Technology ETF in Q4 2022 and held it in 6 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Amplify Blockchain Technology ETF position peaked at $15.2K in Q1 2024.
182 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q3 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2024, filed 7 Aug 2026.