Tru Independence Asset Management 2’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Tru Independence Asset Management 2’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 Q4	–	Sell	-6,395	Closed	-$240K	–	82
2024 Q3	$240K	Buy	+6,395	New	+$229K	0.2%	69
2022 Q2	–	Sell	-6,390	Closed	-$218K	–	72
2022 Q1	$218K	Buy	6,390 +1,100	+21%	+$37.2K	0.13%	88
2021 Q4	$212K	Buy	+5,290	New	+$275K	0.11%	126

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Tru Independence Asset Management 2's BLOK Position: Q4 2024 in Review

Tru Independence Asset Management 2 sold out of Amplify Blockchain Technology ETF (BLOK) in Q4 2024, closing a stake of 6,395 shares — an estimated $240K sold.

Tru Independence Asset Management 2 first reported a position in BLOK in Q4 2021 and held it in 3 quarters. The position peaked at $240K in Q3 2024. 197 funds tracked by Wall St. Rank hold BLOK as of Q4 2024.

Tru Independence Asset Management 2 reported no remaining Amplify Blockchain Technology ETF position as of Q4 2024 after selling out during the quarter.
Tru Independence Asset Management 2 sold 6,395 Amplify Blockchain Technology ETF shares in Q4 2024, an estimated $240K.
Tru Independence Asset Management 2 first reported a position in Amplify Blockchain Technology ETF in Q4 2021 and held it in 3 quarters.
Tru Independence Asset Management 2's Amplify Blockchain Technology ETF position peaked at $240K in Q3 2024.
197 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2024.

Based on Tru Independence Asset Management 2's 13F filing for Q4 2024, filed 22 Jan 2025.