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Pension & Wealth Management Advisors’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Pension & Wealth Management 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
Q3 		– Sell
-416
Closed -$14.8K – 382
2024
Q2 		$14.8K Hold
416
– – 0.01% 263
2024
Q1 		$15.2K Buy
+416
New +$12.9K 0.01% 257
2023
Q4 		– Sell
-38
Closed -$757 – 318
2023
Q3 		$757 Hold
38
– – ﹤0.01% 251
2023
Q2 		$865 Hold
38
– – ﹤0.01% 255
2023
Q1 		$735 Hold
38
– – ﹤0.01% 306
2022
Q4 		$575 Buy
+38
New +$653 ﹤0.01% 251

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Pension & Wealth Management Advisors's BLOK Position: Q3 2024 in Review

Pension & Wealth Management Advisors sold out of Amplify Blockchain Technology ETF (BLOK) in Q3 2024, closing a stake of 416 shares — an estimated $14.8K sold.

Pension & Wealth Management Advisors first reported a position in BLOK in Q4 2022 and held it in 6 quarters. The position peaked at $15.2K in Q1 2024. 182 funds tracked by Wall St. Rank hold BLOK as of Q3 2024.

  • Pension & Wealth Management Advisors reported no remaining Amplify Blockchain Technology ETF position as of Q3 2024 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 416 Amplify Blockchain Technology ETF shares in Q3 2024, an estimated $14.8K.
  • Pension & Wealth Management Advisors first reported a position in Amplify Blockchain Technology ETF in Q4 2022 and held it in 6 quarters.
  • Pension & Wealth Management Advisors's Amplify Blockchain Technology ETF position peaked at $15.2K in Q1 2024.
  • 182 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q3 2024.

Based on Pension & Wealth Management Advisors's 13F filing for Q3 2024, filed 7 Aug 2026.