Sweet Financial Partners’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Sweet Financial Partners’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
2024 Q3	$865K	Sell	23,065 -348	-1%	-$12.5K	0.19%	88
2024 Q2	$830K	Sell	23,413 -5,168	-18%	-$173K	0.19%	84
2024 Q1	$1.04M	Sell	28,581 -3,985	-12%	-$124K	0.24%	80
2023 Q4	$972K	Sell	32,566 -2,510	-7%	-$59K	0.23%	76
2023 Q3	$699K	Sell	35,076 -473	-1%	-$10.9K	0.19%	80
2023 Q2	$809K	Sell	35,549 -4,230	-11%	-$85K	0.21%	74
2023 Q1	$770K	Sell	39,779 -4,234	-10%	-$76.9K	0.21%	72
2022 Q4	$665K	Buy	44,013 +1,784	+4%	+$30.7K	0.2%	79
2022 Q3	$781K	Buy	42,229 +1,457	+4%	+$30.5K	0.25%	58
2022 Q2	$739K	Buy	40,772 +3,726	+10%	+$91.1K	0.23%	63
2022 Q1	$1.27M	Buy	37,046 +21,984	+146%	+$744K	0.34%	35
2021 Q4	$605K	Buy	+15,062	New	+$784K	0.25%	58

Other funds holding BLOK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sweet Financial Partners's BLOK Position: Q3 2024 in Review

Sweet Financial Partners reduced its Amplify Blockchain Technology ETF (BLOK) stake by 1.5% in Q3 2024, selling an estimated $12.5K and leaving 23,065 shares worth $865K. The position accounts for 0.19% of the portfolio, ranked #88.

Sweet Financial Partners first reported a position in BLOK in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.27M in Q1 2022. 184 funds tracked by Wall St. Rank hold BLOK as of Q3 2024.

Sweet Financial Partners held 23,065 shares of Amplify Blockchain Technology ETF worth $865K as of Q3 2024.
Sweet Financial Partners sold 348 Amplify Blockchain Technology ETF shares in Q3 2024, an estimated $12.5K.
Amplify Blockchain Technology ETF made up 0.19% of Sweet Financial Partners's portfolio in Q3 2024, its #88 holding.
Sweet Financial Partners first reported a position in Amplify Blockchain Technology ETF in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's Amplify Blockchain Technology ETF position peaked at $1.27M in Q1 2022.
184 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.