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

OneAscent 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
2022
Q2 		– Sell
-6,073
Closed -$208K – 190
2022
Q1 		$208K Buy
+6,073
New +$206K 0.1% 191

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RJA
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HF
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Royal Bank of Canada
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MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

OneAscent Wealth Management's BLOK Position: Q2 2022 in Review

OneAscent Wealth Management sold out of Amplify Blockchain Technology ETF (BLOK) in Q2 2022, closing a stake of 6,073 shares — an estimated $208K sold.

OneAscent Wealth Management first reported a position in BLOK in Q1 2022 and held it in 1 quarter. The position peaked at $208K in Q1 2022. 217 funds tracked by Wall St. Rank hold BLOK as of Q2 2022.

  • OneAscent Wealth Management reported no remaining Amplify Blockchain Technology ETF position as of Q2 2022 after selling out during the quarter.
  • OneAscent Wealth Management sold 6,073 Amplify Blockchain Technology ETF shares in Q2 2022, an estimated $208K.
  • OneAscent Wealth Management first reported a position in Amplify Blockchain Technology ETF in Q1 2022 and held it in 1 quarter.
  • OneAscent Wealth Management's Amplify Blockchain Technology ETF position peaked at $208K in Q1 2022.
  • 217 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2022.

Based on OneAscent Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.