Wagner Wealth Management (South Carolina)’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q4	–	Sell	-1,475	Closed	-$27K	–	291
2022 Q3	$27K	Sell	1,475 -225	-13%	-$4.72K	0.02%	267
2022 Q2	$31K	Buy	+1,700	New	+$41.6K	0.02%	265
2022 Q1	–	Sell	-1,825	Closed	-$73K	–	261
2021 Q4	$73K	Buy	1,825 +610	+50%	+$31.8K	0.06%	205
2021 Q3	$67K	Sell	1,215 -1,016	-46%	-$47.6K	0.05%	203
2021 Q2	$106K	Sell	2,231 -4,500	-67%	-$220K	0.08%	181
2021 Q1	$376K	Buy	+6,731	New	+$327K	0.3%	67

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s BLOK Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Amplify Blockchain Technology ETF (BLOK) in Q4 2022, closing a stake of 1,475 shares — an estimated $27K sold.

Wagner Wealth Management (South Carolina) first reported a position in BLOK in Q1 2021 and held it in 6 quarters. The position peaked at $376K in Q1 2021. 186 funds tracked by Wall St. Rank hold BLOK as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Amplify Blockchain Technology ETF position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 1,475 Amplify Blockchain Technology ETF shares in Q4 2022, an estimated $27K.
Wagner Wealth Management (South Carolina) first reported a position in Amplify Blockchain Technology ETF in Q1 2021 and held it in 6 quarters.
Wagner Wealth Management (South Carolina)'s Amplify Blockchain Technology ETF position peaked at $376K in Q1 2021.
186 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.