Heritage Wealth Advisors’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Heritage Wealth 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
2024 Q1	–	Sell	-15	Closed	-$448	–	548
2023 Q4	$448	Hold	15	–	–	﹤0.01%	528
2023 Q3	$299	Hold	15	–	–	﹤0.01%	496
2023 Q2	$341	Hold	15	–	–	﹤0.01%	531
2023 Q1	$290	Hold	15	–	–	﹤0.01%	553
2022 Q4	$227	Hold	15	–	–	﹤0.01%	545
2022 Q3	$278	Hold	15	–	–	﹤0.01%	517
2022 Q2	$0	Hold	15	–	–	﹤0.01%	555
2022 Q1	$1K	Hold	15	–	–	﹤0.01%	513
2021 Q4	$1K	Hold	15	–	–	﹤0.01%	522
2021 Q3	$670	Hold	15	–	–	﹤0.01%	516
2021 Q2	$715	Hold	15	–	–	﹤0.01%	541
2021 Q1	$838	Buy	+15	New	+$729	﹤0.01%	538

Other funds holding BLOK

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

QAM

Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return

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

Heritage Wealth Advisors's BLOK Position: Q1 2024 in Review

Heritage Wealth Advisors sold out of Amplify Blockchain Technology ETF (BLOK) in Q1 2024, closing a stake of 15 shares — an estimated $448 sold.

Heritage Wealth Advisors first reported a position in BLOK in Q1 2021 and held it in 12 quarters. The position peaked at $1K in Q1 2022. 187 funds tracked by Wall St. Rank hold BLOK as of Q1 2024.

Heritage Wealth Advisors reported no remaining Amplify Blockchain Technology ETF position as of Q1 2024 after selling out during the quarter.
Heritage Wealth Advisors sold 15 Amplify Blockchain Technology ETF shares in Q1 2024, an estimated $448.
Heritage Wealth Advisors first reported a position in Amplify Blockchain Technology ETF in Q1 2021 and held it in 12 quarters.
Heritage Wealth Advisors's Amplify Blockchain Technology ETF position peaked at $1K in Q1 2022.
187 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q1 2024.

Based on Heritage Wealth Advisors's 13F filing for Q1 2024, filed 8 May 2024.