Stonebridge Financial Planning Group’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Stonebridge Financial Planning Group’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 Q1	–	Sell	-1,115	Closed	-$35K	–	140
2021 Q4	$35K	Sell	1,115 -200	-15%	-$10.4K	0.02%	245
2021 Q3	$79K	Buy	1,315 +690	+110%	+$32.3K	0.04%	184
2021 Q2	$28K	Buy	625 +615	+6,150%	+$30.1K	0.01%	268
2021 Q1	$1K	Buy	+10	New	+$486	﹤0.01%	413

Other funds holding BLOK

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Stonebridge Financial Planning Group's BLOK Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Amplify Blockchain Technology ETF (BLOK) in Q1 2022, closing a stake of 1,115 shares — an estimated $35K sold.

Stonebridge Financial Planning Group first reported a position in BLOK in Q1 2021 and held it in 4 quarters. The position peaked at $79K in Q3 2021. 254 funds tracked by Wall St. Rank hold BLOK as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining Amplify Blockchain Technology ETF position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 1,115 Amplify Blockchain Technology ETF shares in Q1 2022, an estimated $35K.
Stonebridge Financial Planning Group first reported a position in Amplify Blockchain Technology ETF in Q1 2021 and held it in 4 quarters.
Stonebridge Financial Planning Group's Amplify Blockchain Technology ETF position peaked at $79K in Q3 2021.
254 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.