Valley National Advisers’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Valley National Advisers’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	-10	Closed	-$1K	–	1070
2023 Q2	$1K	Hold	10	–	–	﹤0.01%	853
2023 Q1	$0	Hold	10	–	–	﹤0.01%	892
2022 Q4	$0	Sell	10 -54	-84%	-$928	﹤0.01%	848
2022 Q3	$1K	Hold	64	–	–	﹤0.01%	815
2022 Q2	$1K	Hold	64	–	–	﹤0.01%	799
2022 Q1	$2K	Hold	64	–	–	﹤0.01%	778
2021 Q4	$3K	Hold	64	–	–	﹤0.01%	734
2021 Q3	$3K	Hold	64	–	–	﹤0.01%	716
2021 Q2	$3K	Buy	+64	New	+$3.13K	﹤0.01%	727

Other funds holding BLOK

Jane Street New York $777B AUM 61.18% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

Valley National Advisers's BLOK Position: Q3 2023 in Review

Valley National Advisers sold out of Amplify Blockchain Technology ETF (BLOK) in Q3 2023, closing a stake of 10 shares — an estimated $1K sold.

Valley National Advisers first reported a position in BLOK in Q2 2021 and held it in 9 quarters. The position peaked at $3K in Q4 2021. 161 funds tracked by Wall St. Rank hold BLOK as of Q3 2023.

Valley National Advisers reported no remaining Amplify Blockchain Technology ETF position as of Q3 2023 after selling out during the quarter.
Valley National Advisers sold 10 Amplify Blockchain Technology ETF shares in Q3 2023, an estimated $1K.
Valley National Advisers first reported a position in Amplify Blockchain Technology ETF in Q2 2021 and held it in 9 quarters.
Valley National Advisers's Amplify Blockchain Technology ETF position peaked at $3K in Q4 2021.
161 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q3 2023.

Based on Valley National Advisers's 13F filing for Q3 2023, filed 13 Nov 2023.