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Outlook Wealth Advisors’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Outlook Wealth 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
2021
Q3 		– Sell
-9,612
Closed -$458K – 212
2021
Q2 		$458K Sell
9,612
-3,865
-29% -$189K 0.15% 154
2021
Q1 		$753K Buy
+13,477
New +$655K 0.26% 84

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Outlook Wealth Advisors's BLOK Position: Q3 2021 in Review

Outlook Wealth Advisors sold out of Amplify Blockchain Technology ETF (BLOK) in Q3 2021, closing a stake of 9,612 shares — an estimated $458K sold.

Outlook Wealth Advisors first reported a position in BLOK in Q1 2021 and held it in 2 quarters. The position peaked at $753K in Q1 2021. 223 funds tracked by Wall St. Rank hold BLOK as of Q3 2021.

  • Outlook Wealth Advisors reported no remaining Amplify Blockchain Technology ETF position as of Q3 2021 after selling out during the quarter.
  • Outlook Wealth Advisors sold 9,612 Amplify Blockchain Technology ETF shares in Q3 2021, an estimated $458K.
  • Outlook Wealth Advisors first reported a position in Amplify Blockchain Technology ETF in Q1 2021 and held it in 2 quarters.
  • Outlook Wealth Advisors's Amplify Blockchain Technology ETF position peaked at $753K in Q1 2021.
  • 223 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q3 2021.

Based on Outlook Wealth Advisors's 13F filing for Q3 2021, filed 22 Oct 2021.