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Surevest’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Surevest’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
Q3 		$12K Hold
650
– – ﹤0.01% 273
2022
Q2 		$12K Hold
650
– – ﹤0.01% 296
2022
Q1 		$22K Buy
+650
New +$22K 0.01% 236

Other funds holding BLOK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MWM
MY Wealth Management Germantown, Maryland $103M AUM 8.96% 1-Year Est. Return
MML Investors Services
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
RBC
Rye Brook Capital Greenwich, Connecticut $108M AUM 37.61% 1-Year Est. Return

Surevest's BLOK Position: Q3 2022 in Review

Surevest held its Amplify Blockchain Technology ETF (BLOK) position steady in Q3 2022 at 650 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Surevest first reported a position in BLOK in Q1 2022 and has held it in 3 quarters since. The position peaked at $22K in Q1 2022. 197 funds tracked by Wall St. Rank hold BLOK as of Q3 2022.

  • Surevest held 650 shares of Amplify Blockchain Technology ETF worth $12K as of Q3 2022.
  • Surevest left its Amplify Blockchain Technology ETF share count unchanged in Q3 2022.
  • Amplify Blockchain Technology ETF made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #273 holding.
  • Surevest first reported a position in Amplify Blockchain Technology ETF in Q1 2022 and has held it in 3 quarters since.
  • Surevest's Amplify Blockchain Technology ETF position peaked at $22K in Q1 2022.
  • 197 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.