SOA Wealth Advisors’s Amplify Blockchain Technology ETF BLOK Stock Holding History

SOA Wealth Advisors’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
2022 Q4	–	Sell	-25	Closed	–	–	980
2022 Q3	$0	Buy	25 +3	+14%	+$63	﹤0.01%	833
2022 Q2	$0	Hold	22	–	–	﹤0.01%	822
2022 Q1	$0	Buy	22 +2	+10%	+$68	﹤0.01%	903
2021 Q4	$0	Hold	20	–	–	﹤0.01%	877
2021 Q3	$0	Buy	20 +4	+25%	+$187	﹤0.01%	894
2021 Q2	$0	Buy	+16	New	+$783	﹤0.01%	865

Other funds holding BLOK

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

SOA Wealth Advisors's BLOK Position: Q4 2022 in Review

SOA Wealth Advisors sold out of Amplify Blockchain Technology ETF (BLOK) in Q4 2022, closing a stake of 25 shares.

SOA Wealth Advisors first reported a position in BLOK in Q2 2021 and held it in 6 quarters. The position peaked at $0 in Q3 2022. 186 funds tracked by Wall St. Rank hold BLOK as of Q4 2022.

SOA Wealth Advisors reported no remaining Amplify Blockchain Technology ETF position as of Q4 2022 after selling out during the quarter.
SOA Wealth Advisors sold 25 Amplify Blockchain Technology ETF shares in Q4 2022.
SOA Wealth Advisors first reported a position in Amplify Blockchain Technology ETF in Q2 2021 and held it in 6 quarters.
SOA Wealth Advisors's Amplify Blockchain Technology ETF position peaked at $0 in Q3 2022.
186 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2022.

Based on SOA Wealth Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.