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
Q2 		$1.34M Sell
86,135
-6,861
-7% -$112K 0.29% 107
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 $182M AUM 38.9% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CA
Centennial Advisors Austin, Texas $83.8M AUM
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SMART Wealth's BLOX Position: Q2 2026 in Review

SMART Wealth reduced its Nicholas Crypto Income ETF (BLOX) stake by 7.4% in Q2 2026, selling an estimated $112K and leaving 86,135 shares worth $1.34M. The position accounts for 0.29% of the portfolio, ranked #107.

SMART Wealth first reported a position in BLOX in Q4 2025 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold BLOX as of Q2 2026.

  • SMART Wealth held 86,135 shares of Nicholas Crypto Income ETF worth $1.34M as of Q2 2026.
  • SMART Wealth sold 6,861 Nicholas Crypto Income ETF shares in Q2 2026, an estimated $112K.
  • Nicholas Crypto Income ETF made up 0.29% of SMART Wealth's portfolio in Q2 2026, its #107 holding.
  • SMART Wealth first reported a position in Nicholas Crypto Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held Nicholas Crypto Income ETF as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.