Valeo Financial Advisors’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-200	Closed	-$11K	–	678
2021 Q1	$11K	Buy	200 +100	+100%	+$4.86K	﹤0.01%	1327
2020 Q4	$3K	Hold	100	–	–	﹤0.01%	1452
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	1389
2020 Q2	$2K	Hold	100	–	–	﹤0.01%	1729
2020 Q1	$2K	Hold	100	–	–	﹤0.01%	1489
2019 Q4	$2K	Hold	100	–	–	﹤0.01%	1439
2019 Q3	$2K	Hold	100	–	–	﹤0.01%	1364
2019 Q2	$2K	Sell	100 -50	-33%	-$891	﹤0.01%	1384
2019 Q1	$3K	Hold	150	–	–	﹤0.01%	1274
2018 Q4	$2K	Hold	150	–	–	﹤0.01%	1260
2018 Q3	$3K	Buy	150 +50	+50%	+$1K	﹤0.01%	1326
2018 Q2	$2K	Buy	+100	New	+$1.97K	﹤0.01%	1324

Other funds holding BLOK

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Valeo Financial Advisors's BLOK Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Amplify Blockchain Technology ETF (BLOK) in Q2 2021, closing a stake of 200 shares — an estimated $11K sold.

Valeo Financial Advisors first reported a position in BLOK in Q2 2018 and held it in 12 quarters. The position peaked at $11K in Q1 2021. 211 funds tracked by Wall St. Rank hold BLOK as of Q2 2021.

Valeo Financial Advisors reported no remaining Amplify Blockchain Technology ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 200 Amplify Blockchain Technology ETF shares in Q2 2021, an estimated $11K.
Valeo Financial Advisors first reported a position in Amplify Blockchain Technology ETF in Q2 2018 and held it in 12 quarters.
Valeo Financial Advisors's Amplify Blockchain Technology ETF position peaked at $11K in Q1 2021.
211 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.