SW
BLOX

SMART Wealth’s Nicholas Crypto Income ETF BLOX Stock Holding History

SMART Wealth’s Portfolio BLOX Stock Details BLOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.2M Buy
92,996
+29,655
+47% +$483K 0.35% 86
2025
Q4 		$1.11M Buy
+63,341
New +$1.39M 0.34% 83

Other funds holding BLOX

BCM
BluePath Capital Management Atlanta, Georgia $145M AUM 25.38% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $530M AUM 19.89% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $349M AUM 12.25% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

SMART Wealth's BLOX Position: Q1 2026 in Review

SMART Wealth increased its Nicholas Crypto Income ETF (BLOX) stake by 47% in Q1 2026, buying an estimated $483K and bringing the position to 92,996 shares worth $1.2M. The position accounts for 0.35% of the portfolio, ranked #86.

SMART Wealth first reported a position in BLOX in Q4 2025 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold BLOX as of Q1 2026.

  • SMART Wealth held 92,996 shares of Nicholas Crypto Income ETF worth $1.2M as of Q1 2026.
  • SMART Wealth bought 29,655 Nicholas Crypto Income ETF shares in Q1 2026, an estimated $483K.
  • Nicholas Crypto Income ETF made up 0.35% of SMART Wealth's portfolio in Q1 2026, its #86 holding.
  • SMART Wealth first reported a position in Nicholas Crypto Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Nicholas Crypto Income ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.