Kelly Financial Services’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-315	Closed	-$11.2K	–	191
2024 Q2	$11.2K	Hold	315	–	–	﹤0.01%	417
2024 Q1	$11.5K	Hold	315	–	–	﹤0.01%	412
2023 Q4	$9.4K	Hold	315	–	–	﹤0.01%	408
2023 Q3	$6.28K	Buy	315 +40	+15%	+$918	﹤0.01%	430
2023 Q2	$6.26K	Hold	275	–	–	﹤0.01%	419
2023 Q1	$5.32K	Hold	275	–	–	﹤0.01%	419
2022 Q4	$4.16K	Hold	275	–	–	﹤0.01%	426
2022 Q3	$5.09K	Hold	275	–	–	﹤0.01%	396
2022 Q2	$4.99K	Hold	275	–	–	﹤0.01%	403
2022 Q1	$9.4K	Hold	275	–	–	﹤0.01%	347
2021 Q4	$11K	Buy	275 +65	+31%	+$3.38K	0.01%	330
2021 Q3	$9.37K	Sell	210 -9,801	-98%	-$459K	0.01%	338
2021 Q2	$210K	Buy	10,011 +9,911	+9,911%	+$485K	0.01%	290
2021 Q1	$5.58K	Hold	100	–	–	﹤0.01%	384
2020 Q4	$3.5K	Hold	100	–	–	﹤0.01%	413
2020 Q3	$2.45K	Buy	+100	New	+$2.35K	﹤0.01%	412

Other funds holding BLOK

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

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Kelly Financial Services's BLOK Position: Q3 2024 in Review

Kelly Financial Services sold out of Amplify Blockchain Technology ETF (BLOK) in Q3 2024, closing a stake of 315 shares — an estimated $11.2K sold.

Kelly Financial Services first reported a position in BLOK in Q3 2020 and held it in 16 quarters. The position peaked at $210K in Q2 2021. 182 funds tracked by Wall St. Rank hold BLOK as of Q3 2024.

Kelly Financial Services reported no remaining Amplify Blockchain Technology ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 315 Amplify Blockchain Technology ETF shares in Q3 2024, an estimated $11.2K.
Kelly Financial Services first reported a position in Amplify Blockchain Technology ETF in Q3 2020 and held it in 16 quarters.
Kelly Financial Services's Amplify Blockchain Technology ETF position peaked at $210K in Q2 2021.
182 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.