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Integral Investment Advisors’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Integral Investment 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
2023
Q1 		– Sell
-11,327
Closed -$171K – 82
2022
Q4 		$171K Sell
11,327
-41,556
-79% -$715K 0.13% 77
2022
Q3 		$978K Buy
52,883
+3,157
+6% +$66.2K 0.8% 23
2022
Q2 		$902K Buy
49,726
+4,165
+9% +$102K 0.77% 26
2022
Q1 		$1.56M Buy
+45,561
New +$1.54M 0.98% 23

Other funds holding BLOK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
MY Wealth Management Germantown, Maryland $103M AUM 8.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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

Integral Investment Advisors's BLOK Position: Q1 2023 in Review

Integral Investment Advisors sold out of Amplify Blockchain Technology ETF (BLOK) in Q1 2023, closing a stake of 11,327 shares — an estimated $171K sold.

Integral Investment Advisors first reported a position in BLOK in Q1 2022 and held it in 4 quarters. The position peaked at $1.56M in Q1 2022. 170 funds tracked by Wall St. Rank hold BLOK as of Q1 2023.

  • Integral Investment Advisors reported no remaining Amplify Blockchain Technology ETF position as of Q1 2023 after selling out during the quarter.
  • Integral Investment Advisors sold 11,327 Amplify Blockchain Technology ETF shares in Q1 2023, an estimated $171K.
  • Integral Investment Advisors first reported a position in Amplify Blockchain Technology ETF in Q1 2022 and held it in 4 quarters.
  • Integral Investment Advisors's Amplify Blockchain Technology ETF position peaked at $1.56M in Q1 2022.
  • 170 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q1 2023.

Based on Integral Investment Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.