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WealthPLAN Partners’s Amplify Blockchain Technology ETF BLOK Stock Holding History

WealthPLAN Partners’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
-877
Closed -$20K – 403
2023
Q2 		$20K Hold
877
– – ﹤0.01% 680
2023
Q1 		$17K Buy
+877
New +$15.9K ﹤0.01% 763

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Commonwealth Equity Services
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CI
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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 $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthPLAN Partners's BLOK Position: Q3 2023 in Review

WealthPLAN Partners sold out of Amplify Blockchain Technology ETF (BLOK) in Q3 2023, closing a stake of 877 shares — an estimated $20K sold.

WealthPLAN Partners first reported a position in BLOK in Q1 2023 and held it in 2 quarters. The position peaked at $20K in Q2 2023. 163 funds tracked by Wall St. Rank hold BLOK as of Q3 2023.

  • WealthPLAN Partners reported no remaining Amplify Blockchain Technology ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 877 Amplify Blockchain Technology ETF shares in Q3 2023, an estimated $20K.
  • WealthPLAN Partners first reported a position in Amplify Blockchain Technology ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Amplify Blockchain Technology ETF position peaked at $20K in Q2 2023.
  • 163 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.