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Wealthquest’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Wealthquest’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
Q2 		– Sell
-5,878
Closed -$236K – 125
2022
Q1 		$236K Hold
5,878
– – 0.04% 131
2021
Q4 		$236K Hold
5,878
– – 0.04% 131
2021
Q3 		$262K Hold
5,878
– – 0.04% 114
2021
Q2 		$280K Buy
+5,878
New +$288K 0.05% 115

Other funds holding BLOK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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 $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealthquest's BLOK Position: Q2 2022 in Review

Wealthquest sold out of Amplify Blockchain Technology ETF (BLOK) in Q2 2022, closing a stake of 5,878 shares — an estimated $236K sold.

Wealthquest first reported a position in BLOK in Q2 2021 and held it in 4 quarters. The position peaked at $280K in Q2 2021. 217 funds tracked by Wall St. Rank hold BLOK as of Q2 2022.

  • Wealthquest reported no remaining Amplify Blockchain Technology ETF position as of Q2 2022 after selling out during the quarter.
  • Wealthquest sold 5,878 Amplify Blockchain Technology ETF shares in Q2 2022, an estimated $236K.
  • Wealthquest first reported a position in Amplify Blockchain Technology ETF in Q2 2021 and held it in 4 quarters.
  • Wealthquest's Amplify Blockchain Technology ETF position peaked at $280K in Q2 2021.
  • 217 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2022.

Based on Wealthquest's 13F filing for Q2 2022, filed 12 Aug 2022.