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Milestone Wealth’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Milestone Wealth’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
Q3 		$7K Hold
404
– – 0.01% 183
2022
Q2 		$7K Hold
404
– – 0.01% 184
2022
Q1 		$16K Hold
404
– – 0.01% 193
2021
Q4 		$16K Buy
+404
New +$21K 0.01% 193

Other funds holding BLOK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
MWM
MY Wealth Management Germantown, Maryland $142M AUM 17.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $143M AUM 33.65% 1-Year Est. Return

Milestone Wealth's BLOK Position: Q3 2022 in Review

Milestone Wealth held its Amplify Blockchain Technology ETF (BLOK) position steady in Q3 2022 at 404 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #183.

Milestone Wealth first reported a position in BLOK in Q4 2021 and has held it in 4 quarters since. The position peaked at $16K in Q1 2022. 197 funds tracked by Wall St. Rank hold BLOK as of Q3 2022.

  • Milestone Wealth held 404 shares of Amplify Blockchain Technology ETF worth $7K as of Q3 2022.
  • Milestone Wealth left its Amplify Blockchain Technology ETF share count unchanged in Q3 2022.
  • Amplify Blockchain Technology ETF made up 0.01% of Milestone Wealth's portfolio in Q3 2022, its #183 holding.
  • Milestone Wealth first reported a position in Amplify Blockchain Technology ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Amplify Blockchain Technology ETF position peaked at $16K in Q1 2022.
  • 197 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.