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Householder Group Estate & Retirement Specialist’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$0 Sell
1
-7,631
-100% -$343K ﹤0.01% 605
2024
Q3 		$286K Sell
7,632
-2,592
-25% -$92.8K 0.08% 193
2024
Q2 		$362K Sell
10,224
-1,611
-14% -$54.1K 0.1% 170
2024
Q1 		$431K Buy
11,835
+11,662
+6,741% +$362K 0.13% 150
2023
Q4 		$5K Buy
173
+64
+59% +$1.5K ﹤0.01% 879
2023
Q3 		$2.18K Buy
+109
New +$2.5K ﹤0.01% 1058
2023
Q1 		$0 Buy
+3
New +$54 ﹤0.01% 1223
2022
Q4 		– Sell
-485
Closed -$8K – 407
2022
Q3 		$8K Buy
+485
New +$10.2K ﹤0.01% 773

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BLOK Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Amplify Blockchain Technology ETF (BLOK) stake by 100% in Q4 2024, selling an estimated $343K and leaving 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Householder Group Estate & Retirement Specialist first reported a position in BLOK in Q3 2022 and has held it in 8 quarters since. The position peaked at $431K in Q1 2024. 197 funds tracked by Wall St. Rank hold BLOK as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 1 share of Amplify Blockchain Technology ETF worth $0 as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 7,631 Amplify Blockchain Technology ETF shares in Q4 2024, an estimated $343K.
  • Amplify Blockchain Technology ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #605 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Amplify Blockchain Technology ETF in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's Amplify Blockchain Technology ETF position peaked at $431K in Q1 2024.
  • 197 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.