MY Wealth Management’s Amplify Blockchain Technology ETF BLOK Stock Holding History

MY Wealth Management’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	-65,695	Closed	-$1.96M	–	27
2023 Q4	$1.96M	Sell	65,695 -18,656	-22%	-$439K	1.85%	14
2023 Q3	$1.68M	Sell	84,351 -134,611	-61%	-$3.09M	1.67%	18
2023 Q2	$4.98M	Sell	218,962 -3,400	-2%	-$68.3K	4.54%	9
2023 Q1	$4.3M	Buy	222,362 +136,949	+160%	+$2.49M	4.31%	11
2022 Q4	$1.29M	Sell	85,413 -71,374	-46%	-$1.23M	1.97%	14
2022 Q3	$2.9M	Buy	156,787 +74,346	+90%	+$1.56M	3.11%	12
2022 Q2	$1.5M	Buy	82,441 +311	+0.4%	+$7.6K	1.61%	19
2022 Q1	$2.81M	Buy	82,130 +35,006	+74%	+$1.19M	2.6%	15
2021 Q4	$1.89M	Buy	+47,124	New	+$2.45M	1.66%	19

Other funds holding BLOK

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

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

MY Wealth Management's BLOK Position: Q1 2024 in Review

MY Wealth Management sold out of Amplify Blockchain Technology ETF (BLOK) in Q1 2024, closing a stake of 65,695 shares — an estimated $1.96M sold.

MY Wealth Management first reported a position in BLOK in Q4 2021 and held it in 9 quarters. The position peaked at $4.98M in Q2 2023. 187 funds tracked by Wall St. Rank hold BLOK as of Q1 2024.

MY Wealth Management reported no remaining Amplify Blockchain Technology ETF position as of Q1 2024 after selling out during the quarter.
MY Wealth Management sold 65,695 Amplify Blockchain Technology ETF shares in Q1 2024, an estimated $1.96M.
MY Wealth Management first reported a position in Amplify Blockchain Technology ETF in Q4 2021 and held it in 9 quarters.
MY Wealth Management's Amplify Blockchain Technology ETF position peaked at $4.98M in Q2 2023.
187 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q1 2024.

Based on MY Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.