Lugano Financial Advisors SA (LFA)’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Lugano Financial Advisors SA (LFA)’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 Q1	–	Sell	-1,200	Closed	-$35.8K	–	164
2023 Q4	$35.8K	Hold	1,200	–	–	0.03%	118
2023 Q3	$23.9K	Hold	1,200	–	–	0.02%	131
2023 Q2	$27.3K	Hold	1,200	–	–	0.02%	146
2023 Q1	$23.2K	Hold	1,200	–	–	0.02%	99
2022 Q4	$18.1K	Hold	1,200	–	–	0.01%	107
2022 Q3	$22K	Hold	1,200	–	–	0.02%	99
2022 Q2	$21K	Hold	1,200	–	–	0.01%	108
2022 Q1	$42K	Hold	1,200	–	–	0.03%	84
2021 Q4	$48K	Hold	1,200	–	–	0.03%	96
2021 Q3	$54K	Hold	1,200	–	–	0.04%	82
2021 Q2	$57K	Buy	+1,200	New	+$58.8K	0.04%	78

Other funds holding BLOK

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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

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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

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

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

QAM

Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return

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

Lugano Financial Advisors SA (LFA)'s BLOK Position: Q1 2024 in Review

Lugano Financial Advisors SA (LFA) sold out of Amplify Blockchain Technology ETF (BLOK) in Q1 2024, closing a stake of 1,200 shares — an estimated $35.8K sold.

Lugano Financial Advisors SA (LFA) first reported a position in BLOK in Q2 2021 and held it in 11 quarters. The position peaked at $57K in Q2 2021. 187 funds tracked by Wall St. Rank hold BLOK as of Q1 2024.

Lugano Financial Advisors SA (LFA) reported no remaining Amplify Blockchain Technology ETF position as of Q1 2024 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 1,200 Amplify Blockchain Technology ETF shares in Q1 2024, an estimated $35.8K.
Lugano Financial Advisors SA (LFA) first reported a position in Amplify Blockchain Technology ETF in Q2 2021 and held it in 11 quarters.
Lugano Financial Advisors SA (LFA)'s Amplify Blockchain Technology ETF position peaked at $57K in Q2 2021.
187 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q1 2024.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2024, filed 3 May 2024.