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Howe & Rusling’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Howe & Rusling’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
-15
Closed – – 406
2022
Q3 		$0 Sell
15
-150
-91% -$3.15K ﹤0.01% 1063
2022
Q2 		$3K Hold
165
– – ﹤0.01% 761
2022
Q1 		$6K Buy
165
+152
+1,169% +$5.15K ﹤0.01% 598
2021
Q4 		$1K Sell
13
-12
-48% -$625 ﹤0.01% 916
2021
Q3 		$1K Hold
25
– – ﹤0.01% 905
2021
Q2 		$1K Buy
+25
New +$1.22K ﹤0.01% 866

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

Howe & Rusling's BLOK Position: Q4 2022 in Review

Howe & Rusling sold out of Amplify Blockchain Technology ETF (BLOK) in Q4 2022, closing a stake of 15 shares.

Howe & Rusling first reported a position in BLOK in Q2 2021 and held it in 6 quarters. The position peaked at $6K in Q1 2022. 186 funds tracked by Wall St. Rank hold BLOK as of Q4 2022.

  • Howe & Rusling reported no remaining Amplify Blockchain Technology ETF position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 15 Amplify Blockchain Technology ETF shares in Q4 2022.
  • Howe & Rusling first reported a position in Amplify Blockchain Technology ETF in Q2 2021 and held it in 6 quarters.
  • Howe & Rusling's Amplify Blockchain Technology ETF position peaked at $6K in Q1 2022.
  • 186 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.