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Halpern Financial’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Halpern Financial’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 		$130K Hold
3,560
– – 0.03% 62
2024
Q2 		$126K Hold
3,560
– – 0.03% 62
2024
Q1 		$124K Hold
3,560
– – 0.04% 59
2023
Q4 		$102K Buy
3,560
+1
+0% +$24 0.03% 69
2023
Q3 		$70.9K Hold
3,559
– – 0.02% 71
2023
Q2 		$81K Hold
3,559
– – 0.03% 69
2023
Q1 		$68.9K Hold
3,559
– – 0.02% 70
2022
Q4 		$53.8K Hold
3,559
– – 0.02% 79
2022
Q3 		$65.8K Sell
3,559
-440
-11% -$9.22K 0.03% 69
2022
Q2 		$72.5K Sell
3,999
-2,140
-35% -$52.3K 0.03% 73
2022
Q1 		$210K Buy
6,139
+32
+0.5% +$1.08K 0.08% 60
2021
Q4 		$245K Hold
6,107
– – 0.11% 36
2021
Q3 		$273K Buy
6,107
+430
+8% +$20.2K 0.13% 32
2021
Q2 		$271K Buy
5,677
+170
+3% +$8.32K 0.13% 28
2021
Q1 		$308K Buy
+5,507
New +$268K 0.15% 26

Other funds holding BLOK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $79.5B AUM 27.1% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Halpern Financial's BLOK Position: Q3 2024 in Review

Halpern Financial held its Amplify Blockchain Technology ETF (BLOK) position steady in Q3 2024 at 3,560 shares worth $130K. The position accounts for 0.03% of the portfolio, ranked #62.

Halpern Financial first reported a position in BLOK in Q1 2021 and has held it in 15 quarters since. The position peaked at $308K in Q1 2021. 182 funds tracked by Wall St. Rank hold BLOK as of Q3 2024.

  • Halpern Financial held 3,560 shares of Amplify Blockchain Technology ETF worth $130K as of Q3 2024.
  • Halpern Financial left its Amplify Blockchain Technology ETF share count unchanged in Q3 2024.
  • Amplify Blockchain Technology ETF made up 0.03% of Halpern Financial's portfolio in Q3 2024, its #62 holding.
  • Halpern Financial first reported a position in Amplify Blockchain Technology ETF in Q1 2021 and has held it in 15 quarters since.
  • Halpern Financial's Amplify Blockchain Technology ETF position peaked at $308K in Q1 2021.
  • 182 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.