Sigma Planning Corp’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Sigma Planning Corp’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
2023 Q1	–	Sell	-10,354	Closed	-$157K	–	1303
2022 Q4	$157K	Sell	10,354 -1,046	-9%	-$18K	0.01%	1161
2022 Q3	$211K	Sell	11,400 -926	-8%	-$19.4K	0.01%	1095
2022 Q2	$223K	Sell	12,326 -336	-3%	-$8.22K	0.01%	1119
2022 Q1	$433K	Buy	12,662 +2,380	+23%	+$80.6K	0.01%	893
2021 Q4	$413K	Buy	10,282 +284	+3%	+$14.8K	0.01%	925
2021 Q3	$446K	Sell	9,998 -3,776	-27%	-$177K	0.01%	867
2021 Q2	$657K	Sell	13,774 -128,386	-90%	-$6.29M	0.02%	718
2021 Q1	$7.94M	Buy	142,160 +136,167	+2,272%	+$6.62M	0.25%	84
2020 Q4	$210K	Buy	+5,993	New	+$170K	0.01%	1081

Other funds holding BLOK

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

MY Wealth Management Germantown, Maryland $137M AUM 11.24% 1-Year Est. Return

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

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sigma Planning Corp's BLOK Position: Q1 2023 in Review

Sigma Planning Corp sold out of Amplify Blockchain Technology ETF (BLOK) in Q1 2023, closing a stake of 10,354 shares — an estimated $157K sold.

Sigma Planning Corp first reported a position in BLOK in Q4 2020 and held it in 9 quarters. The position peaked at $7.94M in Q1 2021. 173 funds tracked by Wall St. Rank hold BLOK as of Q1 2023.

Sigma Planning Corp reported no remaining Amplify Blockchain Technology ETF position as of Q1 2023 after selling out during the quarter.
Sigma Planning Corp sold 10,354 Amplify Blockchain Technology ETF shares in Q1 2023, an estimated $157K.
Sigma Planning Corp first reported a position in Amplify Blockchain Technology ETF in Q4 2020 and held it in 9 quarters.
Sigma Planning Corp's Amplify Blockchain Technology ETF position peaked at $7.94M in Q1 2021.
173 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q1 2023.

Based on Sigma Planning Corp's 13F filing for Q1 2023, filed 8 May 2023.