KIG
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Kowal Investment Group’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-266
Closed -$12K – 222
2021
Q3 		$12K Buy
+266
New +$12.5K ﹤0.01% 481

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OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

Kowal Investment Group's BLOK Position: Q4 2021 in Review

Kowal Investment Group sold out of Amplify Blockchain Technology ETF (BLOK) in Q4 2021, closing a stake of 266 shares — an estimated $12K sold.

Kowal Investment Group first reported a position in BLOK in Q3 2021 and held it in 1 quarter. The position peaked at $12K in Q3 2021. 264 funds tracked by Wall St. Rank hold BLOK as of Q4 2021.

  • Kowal Investment Group reported no remaining Amplify Blockchain Technology ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 266 Amplify Blockchain Technology ETF shares in Q4 2021, an estimated $12K.
  • Kowal Investment Group first reported a position in Amplify Blockchain Technology ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Amplify Blockchain Technology ETF position peaked at $12K in Q3 2021.
  • 264 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.