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Ulland Investment Advisors’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Ulland Investment Advisors’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
2023
Q3 		– Sell
-150
Closed -$3K – 215
2023
Q2 		$3K Hold
150
– – ﹤0.01% 194
2023
Q1 		$3K Hold
150
– – ﹤0.01% 184
2022
Q4 		$2K Sell
150
-28
-16% -$481 ﹤0.01% 195
2022
Q3 		$3K Sell
178
-400
-69% -$8.39K ﹤0.01% 197
2022
Q2 		$10K Hold
578
– – 0.01% 178
2022
Q1 		$20K Hold
578
– – 0.02% 153
2021
Q4 		$23K Buy
+578
New +$30.1K 0.01% 137

Other funds holding BLOK

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ulland Investment Advisors's BLOK Position: Q3 2023 in Review

Ulland Investment Advisors sold out of Amplify Blockchain Technology ETF (BLOK) in Q3 2023, closing a stake of 150 shares — an estimated $3K sold.

Ulland Investment Advisors first reported a position in BLOK in Q4 2021 and held it in 7 quarters. The position peaked at $23K in Q4 2021. 163 funds tracked by Wall St. Rank hold BLOK as of Q3 2023.

  • Ulland Investment Advisors reported no remaining Amplify Blockchain Technology ETF position as of Q3 2023 after selling out during the quarter.
  • Ulland Investment Advisors sold 150 Amplify Blockchain Technology ETF shares in Q3 2023, an estimated $3K.
  • Ulland Investment Advisors first reported a position in Amplify Blockchain Technology ETF in Q4 2021 and held it in 7 quarters.
  • Ulland Investment Advisors's Amplify Blockchain Technology ETF position peaked at $23K in Q4 2021.
  • 163 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q3 2023.

Based on Ulland Investment Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.