RWML
BLOK icon

RAFFA WEALTH MANAGEMENT, LLC’s Amplify Blockchain Technology ETF BLOK Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
-200
Closed -$4.55K – 1066
2023
Q2 		$4.55K Buy
+200
New +$4.02K ﹤0.01% 412
2022
Q2 		– Sell
-296
Closed -$10.1K – 1137
2022
Q1 		$10.1K Buy
+296
New +$10K ﹤0.01% 290

Other funds holding BLOK

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
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

RAFFA WEALTH MANAGEMENT, LLC's BLOK Position: Q3 2023 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Amplify Blockchain Technology ETF (BLOK) in Q3 2023, closing a stake of 200 shares — an estimated $4.55K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in BLOK in Q1 2022 and held it in 2 quarters. The position peaked at $10.1K in Q1 2022. 161 funds tracked by Wall St. Rank hold BLOK as of Q3 2023.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Amplify Blockchain Technology ETF position as of Q3 2023 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 200 Amplify Blockchain Technology ETF shares in Q3 2023, an estimated $4.55K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Amplify Blockchain Technology ETF in Q1 2022 and held it in 2 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's Amplify Blockchain Technology ETF position peaked at $10.1K in Q1 2022.
  • 161 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q3 2023.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2023, filed 27 Jul 2026.