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Northwest Financial Advisors’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Northwest Financial Advisors’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
Q4 		– Sell
-155
Closed -$5.82K – 160
2024
Q3 		$5.82K Buy
+155
New +$5.55K ﹤0.01% 430
2024
Q1 		– Sell
-155
Closed -$4.63K – 138
2023
Q4 		$4.63K Buy
+155
New +$3.65K ﹤0.01% 442

Other funds holding BLOK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwest Financial Advisors's BLOK Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Amplify Blockchain Technology ETF (BLOK) in Q4 2024, closing a stake of 155 shares — an estimated $5.82K sold.

Northwest Financial Advisors first reported a position in BLOK in Q4 2023 and held it in 2 quarters. The position peaked at $5.82K in Q3 2024. 197 funds tracked by Wall St. Rank hold BLOK as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Amplify Blockchain Technology ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 155 Amplify Blockchain Technology ETF shares in Q4 2024, an estimated $5.82K.
  • Northwest Financial Advisors first reported a position in Amplify Blockchain Technology ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Amplify Blockchain Technology ETF position peaked at $5.82K in Q3 2024.
  • 197 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.