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

Summit Financial 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 Q4	–	Sell	-10,825	Closed	-$200K	–	195
2022 Q3	$200K	Hold	10,825	–	–	0.08%	188
2022 Q2	$196K	Hold	10,825	–	–	0.08%	193
2022 Q1	$370K	Buy	10,825 +325	+3%	+$11K	0.13%	146
2021 Q4	$422K	Hold	10,500	–	–	0.14%	139
2021 Q3	$469K	Buy	10,500 +80	+0.8%	+$3.75K	0.17%	129
2021 Q2	$496K	Buy	10,420 +185	+2%	+$9.06K	0.19%	122
2021 Q1	$572K	Sell	10,235 -330	-3%	-$16K	0.24%	98
2020 Q4	$370K	Buy	+10,565	New	+$300K	0.16%	113

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

Summit Financial Group's BLOK Position: Q4 2022 in Review

Summit Financial Group sold out of Amplify Blockchain Technology ETF (BLOK) in Q4 2022, closing a stake of 10,825 shares — an estimated $200K sold.

Summit Financial Group first reported a position in BLOK in Q4 2020 and held it in 8 quarters. The position peaked at $572K in Q1 2021. 186 funds tracked by Wall St. Rank hold BLOK as of Q4 2022.

Summit Financial Group reported no remaining Amplify Blockchain Technology ETF position as of Q4 2022 after selling out during the quarter.
Summit Financial Group sold 10,825 Amplify Blockchain Technology ETF shares in Q4 2022, an estimated $200K.
Summit Financial Group first reported a position in Amplify Blockchain Technology ETF in Q4 2020 and held it in 8 quarters.
Summit Financial Group's Amplify Blockchain Technology ETF position peaked at $572K in Q1 2021.
186 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2022.

Based on Summit Financial Group's 13F filing for Q4 2022, filed 9 Jan 2023.