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Laurel Wealth Planning’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Laurel Wealth Planning’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
-172
Closed -$2.6K – 80
2022
Q4 		$2.6K Hold
172
– – ﹤0.01% 194
2022
Q3 		$3K Hold
172
– – ﹤0.01% 192
2022
Q2 		$3K Hold
172
– – ﹤0.01% 202
2022
Q1 		$6K Hold
172
– – ﹤0.01% 211
2021
Q4 		$7K Hold
172
– – 0.01% 153
2021
Q3 		$8K Hold
172
– – 0.01% 148
2021
Q2 		$8K Buy
+172
New +$8.42K 0.01% 100

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

Laurel Wealth Planning's BLOK Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Amplify Blockchain Technology ETF (BLOK) in Q1 2023, closing a stake of 172 shares — an estimated $2.6K sold.

Laurel Wealth Planning first reported a position in BLOK in Q2 2021 and held it in 7 quarters. The position peaked at $8K in Q3 2021. 170 funds tracked by Wall St. Rank hold BLOK as of Q1 2023.

  • Laurel Wealth Planning reported no remaining Amplify Blockchain Technology ETF position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 172 Amplify Blockchain Technology ETF shares in Q1 2023, an estimated $2.6K.
  • Laurel Wealth Planning first reported a position in Amplify Blockchain Technology ETF in Q2 2021 and held it in 7 quarters.
  • Laurel Wealth Planning's Amplify Blockchain Technology ETF position peaked at $8K in Q3 2021.
  • 170 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.