Next Financial Group’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Next Financial 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	$459K	Buy	11,424 +119	+1%	+$6.2K	0.03%	583
2021 Q3	$504K	Buy	11,305 +1,453	+15%	+$68.1K	0.04%	464
2021 Q2	$470K	Buy	9,852 +1,537	+18%	+$75.3K	0.04%	485
2021 Q1	$464K	Buy	8,315 +7,578	+1,028%	+$368K	0.04%	454
2020 Q4	$26K	Hold	737	–	–	﹤0.01%	1432
2020 Q3	$18K	Buy	+737	New	+$17.3K	﹤0.01%	1438

Other funds holding BLOK

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

RBC

Rye Brook Capital Greenwich, Connecticut $143M AUM 33.65% 1-Year Est. Return

Next Financial Group's BLOK Position: Q4 2021 in Review

Next Financial Group increased its Amplify Blockchain Technology ETF (BLOK) stake by 1.1% in Q4 2021, buying an estimated $6.2K and bringing the position to 11,424 shares worth $459K. The position accounts for 0.03% of the portfolio, ranked #583.

Next Financial Group first reported a position in BLOK in Q3 2020 and has held it in 6 quarters since. The position peaked at $504K in Q3 2021. 264 funds tracked by Wall St. Rank hold BLOK as of Q4 2021.

Next Financial Group held 11,424 shares of Amplify Blockchain Technology ETF worth $459K as of Q4 2021.
Next Financial Group bought 119 Amplify Blockchain Technology ETF shares in Q4 2021, an estimated $6.2K.
Amplify Blockchain Technology ETF made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #583 holding.
Next Financial Group first reported a position in Amplify Blockchain Technology ETF in Q3 2020 and has held it in 6 quarters since.
Next Financial Group's Amplify Blockchain Technology ETF position peaked at $504K in Q3 2021.
264 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.