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Juncture Wealth Strategies’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Juncture Wealth Strategies’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
Q1 		– Sell
-5,572
Closed -$224K – 114
2021
Q4 		$224K Sell
5,572
-3,401
-38% -$177K 0.11% 118
2021
Q3 		$401K Buy
+8,973
New +$421K 0.21% 84

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Juncture Wealth Strategies's BLOK Position: Q1 2022 in Review

Juncture Wealth Strategies sold out of Amplify Blockchain Technology ETF (BLOK) in Q1 2022, closing a stake of 5,572 shares — an estimated $224K sold.

Juncture Wealth Strategies first reported a position in BLOK in Q3 2021 and held it in 2 quarters. The position peaked at $401K in Q3 2021. 254 funds tracked by Wall St. Rank hold BLOK as of Q1 2022.

  • Juncture Wealth Strategies reported no remaining Amplify Blockchain Technology ETF position as of Q1 2022 after selling out during the quarter.
  • Juncture Wealth Strategies sold 5,572 Amplify Blockchain Technology ETF shares in Q1 2022, an estimated $224K.
  • Juncture Wealth Strategies first reported a position in Amplify Blockchain Technology ETF in Q3 2021 and held it in 2 quarters.
  • Juncture Wealth Strategies's Amplify Blockchain Technology ETF position peaked at $401K in Q3 2021.
  • 254 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q1 2022.

Based on Juncture Wealth Strategies's 13F filing for Q1 2022, filed 14 Jul 2022.