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

Selective 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
2021 Q4	–	Sell	-258	Closed	-$12K	–	664
2021 Q3	$12K	Hold	258	–	–	0.01%	410
2021 Q2	$12K	Hold	258	–	–	0.01%	318
2021 Q1	$14K	Buy	+258	New	+$12.5K	0.01%	217

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

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

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

RJA

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

RBC

Rye Brook Capital Greenwich, Connecticut $143M AUM 33.65% 1-Year Est. Return

Selective Wealth Management's BLOK Position: Q4 2021 in Review

Selective Wealth Management sold out of Amplify Blockchain Technology ETF (BLOK) in Q4 2021, closing a stake of 258 shares — an estimated $12K sold.

Selective Wealth Management first reported a position in BLOK in Q1 2021 and held it in 3 quarters. The position peaked at $14K in Q1 2021. 264 funds tracked by Wall St. Rank hold BLOK as of Q4 2021.

Selective Wealth Management reported no remaining Amplify Blockchain Technology ETF position as of Q4 2021 after selling out during the quarter.
Selective Wealth Management sold 258 Amplify Blockchain Technology ETF shares in Q4 2021, an estimated $12K.
Selective Wealth Management first reported a position in Amplify Blockchain Technology ETF in Q1 2021 and held it in 3 quarters.
Selective Wealth Management's Amplify Blockchain Technology ETF position peaked at $14K in Q1 2021.
264 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2021.

Based on Selective Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.