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SageView Advisory Group’s Amplify Blockchain Technology ETF BLOK Stock Holding History

SageView Advisory Group’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
-39,803
Closed -$1.45K – 539
2023
Q4 		$1.45K Buy
+39,803
New +$936K ﹤0.01% 652

Other funds holding BLOK

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SageView Advisory Group's BLOK Position: Q1 2024 in Review

SageView Advisory Group sold out of Amplify Blockchain Technology ETF (BLOK) in Q1 2024, closing a stake of 39,803 shares — an estimated $1.45K sold.

SageView Advisory Group first reported a position in BLOK in Q4 2023 and held it in 1 quarter. The position peaked at $1.45K in Q4 2023. 187 funds tracked by Wall St. Rank hold BLOK as of Q1 2024.

  • SageView Advisory Group reported no remaining Amplify Blockchain Technology ETF position as of Q1 2024 after selling out during the quarter.
  • SageView Advisory Group sold 39,803 Amplify Blockchain Technology ETF shares in Q1 2024, an estimated $1.45K.
  • SageView Advisory Group first reported a position in Amplify Blockchain Technology ETF in Q4 2023 and held it in 1 quarter.
  • SageView Advisory Group's Amplify Blockchain Technology ETF position peaked at $1.45K in Q4 2023.
  • 187 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q1 2024.

Based on SageView Advisory Group's 13F filing for Q1 2024, filed 9 May 2024.