Squar Milner Financial Services’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-200	Closed	-$3K	–	268
2020 Q1	$3K	Hold	200	–	–	﹤0.01%	635
2019 Q4	$3K	Buy	+200	New	+$3.69K	﹤0.01%	684
2019 Q3	–	Sell	-200	Closed	-$4K	–	275
2019 Q2	$4K	Hold	200	–	–	﹤0.01%	616
2019 Q1	$3K	Hold	200	–	–	﹤0.01%	717
2018 Q4	$3K	Hold	200	–	–	﹤0.01%	633
2018 Q3	$4K	Buy	+200	New	+$4K	﹤0.01%	636

Other funds holding BLOK

RJA

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

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

WealthStone Columbus, Ohio $287M AUM 57.09% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

WMA

Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 1-Year Est. Return

Squar Milner Financial Services's BLOK Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Amplify Blockchain Technology ETF (BLOK) in Q2 2020, closing a stake of 200 shares — an estimated $3K sold.

Squar Milner Financial Services first reported a position in BLOK in Q3 2018 and held it in 6 quarters. The position peaked at $4K in Q2 2019. 46 funds tracked by Wall St. Rank hold BLOK as of Q2 2020.

Squar Milner Financial Services reported no remaining Amplify Blockchain Technology ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 200 Amplify Blockchain Technology ETF shares in Q2 2020, an estimated $3K.
Squar Milner Financial Services first reported a position in Amplify Blockchain Technology ETF in Q3 2018 and held it in 6 quarters.
Squar Milner Financial Services's Amplify Blockchain Technology ETF position peaked at $4K in Q2 2019.
46 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.