GW
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GW & Wade’s Amplify Blockchain Technology ETF BLOK Stock Holding History

GW & Wade’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
-27,391
Closed -$507K – 385
2022
Q3 		$507K Sell
27,391
-400
-1% -$8.39K 0.02% 240
2022
Q2 		$504K Buy
27,791
+2,663
+11% +$65.1K 0.02% 251
2022
Q1 		$859K Sell
25,128
-21,098
-46% -$714K 0.04% 194
2021
Q4 		$1.86M Buy
46,226
+6,489
+16% +$338K 0.08% 141
2021
Q3 		$1.77M Buy
39,737
+54
+0.1% +$2.53K 0.08% 145
2021
Q2 		$1.89M Buy
39,683
+18,244
+85% +$893K 0.09% 139
2021
Q1 		$1.2M Buy
+21,439
New +$1.04M 0.06% 154

Other funds holding BLOK

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
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

GW & Wade's BLOK Position: Q4 2022 in Review

GW & Wade sold out of Amplify Blockchain Technology ETF (BLOK) in Q4 2022, closing a stake of 27,391 shares — an estimated $507K sold.

GW & Wade first reported a position in BLOK in Q1 2021 and held it in 7 quarters. The position peaked at $1.89M in Q2 2021. 186 funds tracked by Wall St. Rank hold BLOK as of Q4 2022.

  • GW & Wade reported no remaining Amplify Blockchain Technology ETF position as of Q4 2022 after selling out during the quarter.
  • GW & Wade sold 27,391 Amplify Blockchain Technology ETF shares in Q4 2022, an estimated $507K.
  • GW & Wade first reported a position in Amplify Blockchain Technology ETF in Q1 2021 and held it in 7 quarters.
  • GW & Wade's Amplify Blockchain Technology ETF position peaked at $1.89M in Q2 2021.
  • 186 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2022.

Based on GW & Wade's 13F filing for Q4 2022, filed 10 Feb 2023.