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

Perigon 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
2025
Q1 		– Sell
-6,572
Closed -$306K – 1036
2024
Q4 		$306K Buy
+6,572
New +$296K 0.01% 811

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LPL Financial
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Perigon Wealth Management's BLOK Position: Q1 2025 in Review

Perigon Wealth Management sold out of Amplify Blockchain Technology ETF (BLOK) in Q1 2025, closing a stake of 6,572 shares — an estimated $306K sold.

Perigon Wealth Management first reported a position in BLOK in Q4 2024 and held it in 1 quarter. The position peaked at $306K in Q4 2024. 186 funds tracked by Wall St. Rank hold BLOK as of Q1 2025.

  • Perigon Wealth Management reported no remaining Amplify Blockchain Technology ETF position as of Q1 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 6,572 Amplify Blockchain Technology ETF shares in Q1 2025, an estimated $306K.
  • Perigon Wealth Management first reported a position in Amplify Blockchain Technology ETF in Q4 2024 and held it in 1 quarter.
  • Perigon Wealth Management's Amplify Blockchain Technology ETF position peaked at $306K in Q4 2024.
  • 186 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q1 2025.

Based on Perigon Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.