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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

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CI
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Morgan Stanley
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MML Investors Services
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MFG
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HighTower Advisors
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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. 161 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.
  • 161 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.