SWA
BLOX

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
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

BCM
BluePath Capital Management Atlanta, Georgia $145M AUM 25.38% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 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
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

SOA Wealth Advisors's BLOX Position: Q1 2026 in Review

SOA Wealth Advisors increased its Nicholas Crypto Income ETF (BLOX) stake by 34% in Q1 2026, buying an estimated $6.9K and bringing the position to 1,667 shares worth $21.6K. 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 3 quarters since. The position peaked at $24.3K in Q3 2025. 19 funds tracked by Wall St. Rank hold BLOX as of Q1 2026.

  • SOA Wealth Advisors held 1,667 shares of Nicholas Crypto Income ETF worth $21.6K as of Q1 2026.
  • SOA Wealth Advisors bought 424 Nicholas Crypto Income ETF shares in Q1 2026, an estimated $6.9K.
  • Nicholas Crypto Income ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #493 holding.
  • SOA Wealth Advisors first reported a position in Nicholas Crypto Income ETF in Q3 2025 and has held it in 3 quarters since.
  • SOA Wealth Advisors's Nicholas Crypto Income ETF position peaked at $24.3K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held Nicholas Crypto Income ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.