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

Plante Moran 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
2022 Q1	–	Sell	-85	Closed	-$3K	–	823
2021 Q4	$3K	Buy	+85	New	+$4.43K	﹤0.01%	873
2021 Q3	–	Sell	-528	Closed	-$25K	–	929
2021 Q2	$25K	Hold	528	–	–	0.01%	516
2021 Q1	$29K	Hold	528	–	–	0.01%	465
2020 Q4	$18K	Hold	528	–	–	0.01%	549
2020 Q3	$13K	Hold	528	–	–	﹤0.01%	565
2020 Q2	$11K	Hold	528	–	–	﹤0.01%	508
2020 Q1	$8K	Hold	528	–	–	﹤0.01%	519
2019 Q4	$10K	Hold	528	–	–	﹤0.01%	539
2019 Q3	$9K	Hold	528	–	–	﹤0.01%	603
2019 Q2	$10K	Hold	528	–	–	﹤0.01%	561
2019 Q1	$9K	Hold	528	–	–	﹤0.01%	560
2018 Q4	$8K	Hold	528	–	–	﹤0.01%	527
2018 Q3	$11K	Hold	528	–	–	﹤0.01%	484
2018 Q2	$10K	Buy	+528	New	+$10.4K	0.01%	542

Other funds holding BLOK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Plante Moran Financial Advisors's BLOK Position: Q1 2022 in Review

Plante Moran Financial Advisors sold out of Amplify Blockchain Technology ETF (BLOK) in Q1 2022, closing a stake of 85 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in BLOK in Q2 2018 and held it in 14 quarters. The position peaked at $29K in Q1 2021. 254 funds tracked by Wall St. Rank hold BLOK as of Q1 2022.

Plante Moran Financial Advisors reported no remaining Amplify Blockchain Technology ETF position as of Q1 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 85 Amplify Blockchain Technology ETF shares in Q1 2022, an estimated $3K.
Plante Moran Financial Advisors first reported a position in Amplify Blockchain Technology ETF in Q2 2018 and held it in 14 quarters.
Plante Moran Financial Advisors's Amplify Blockchain Technology ETF position peaked at $29K in Q1 2021.
254 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q1 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2022, filed 6 May 2022.