SOA Wealth Advisors
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SOA Wealth Advisors’s Nicholas Crypto Income ETF BLOX Stock Holding History

SOA Wealth Advisors’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 		$24.7K Sell
1,585
-82
-5% -$1.34K ﹤0.01% 493
2026
Q1 		$21.6K Buy
1,667
+424
+34% +$6.9K ﹤0.01% 493
2025
Q4 		$21.8K Buy
1,243
+243
+24% +$5.32K ﹤0.01% 491
2025
Q3 		$24.3K Buy
+1,000
New +$22.5K ﹤0.01% 489

Other funds holding BLOX

BluePath Capital Management
BluePath Capital Management Atlanta, Georgia $182M AUM 38.9% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
SMART Wealth
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Centennial Advisors
Centennial Advisors Austin, Texas $83.7M AUM 9.53% 1-Year Est. Return
HRT Financial
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Owen LaRue
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
Ausdal Financial Partners
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

SOA Wealth Advisors's BLOX Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Nicholas Crypto Income ETF (BLOX) stake by 4.9% in Q2 2026, selling an estimated $1.34K and leaving 1,585 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

SOA Wealth Advisors first reported a position in BLOX in Q3 2025 and has held it in 4 quarters since. 27 funds tracked by Wall St. Rank hold BLOX as of Q2 2026.

  • SOA Wealth Advisors held 1,585 shares of Nicholas Crypto Income ETF worth $24.7K as of Q2 2026.
  • SOA Wealth Advisors sold 82 Nicholas Crypto Income ETF shares in Q2 2026, an estimated $1.34K.
  • Nicholas Crypto Income ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #493 holding.
  • SOA Wealth Advisors first reported a position in Nicholas Crypto Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 27 funds tracked by Wall St. Rank held Nicholas Crypto Income ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.