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

Resurgent 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
2024 Q1	–	Sell	-3,630	Closed	-$108K	–	232
2023 Q4	$108K	Buy	3,630 +16	+0.4%	+$376	0.07%	238
2023 Q3	$72K	Buy	3,614 +288	+9%	+$6.61K	0.05%	275
2023 Q2	$75.7K	Buy	3,326 +479	+17%	+$9.63K	0.05%	274
2023 Q1	$55.1K	Buy	2,847 +466	+20%	+$8.46K	0.04%	319
2022 Q4	$36K	Buy	+2,381	New	+$40.9K	0.02%	497

Other funds holding BLOK

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return

QAM

Q3 Asset Management Birmingham, Michigan $546M AUM 24.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Resurgent Financial Advisors's BLOK Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Amplify Blockchain Technology ETF (BLOK) in Q1 2024, closing a stake of 3,630 shares — an estimated $108K sold.

Resurgent Financial Advisors first reported a position in BLOK in Q4 2022 and held it in 5 quarters. The position peaked at $108K in Q4 2023. 190 funds tracked by Wall St. Rank hold BLOK as of Q1 2024.

Resurgent Financial Advisors reported no remaining Amplify Blockchain Technology ETF position as of Q1 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 3,630 Amplify Blockchain Technology ETF shares in Q1 2024, an estimated $108K.
Resurgent Financial Advisors first reported a position in Amplify Blockchain Technology ETF in Q4 2022 and held it in 5 quarters.
Resurgent Financial Advisors's Amplify Blockchain Technology ETF position peaked at $108K in Q4 2023.
190 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.