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Wealthspire Advisors (Maryland)’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q3 		– Sell
-20
Closed – – 2386
2018
Q2 		$0 Hold
20
– – ﹤0.01% 2439
2018
Q1 		$0 Buy
+20
New +$397 ﹤0.01% 2502

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JMPWA
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Susquehanna International Group
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
RCG
Ruggie Capital Group Tavares, Florida $1.94M AUM 7.96% 1-Year Est. Return
CIBC Private Wealth Group
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BLOK Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of Amplify Blockchain Technology ETF (BLOK) in Q3 2018, closing a stake of 20 shares.

Wealthspire Advisors (Maryland) first reported a position in BLOK in Q1 2018 and held it in 2 quarters. The position peaked at $0 in Q2 2018. 56 funds tracked by Wall St. Rank hold BLOK as of Q3 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Amplify Blockchain Technology ETF position as of Q3 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 20 Amplify Blockchain Technology ETF shares in Q3 2018.
  • Wealthspire Advisors (Maryland) first reported a position in Amplify Blockchain Technology ETF in Q1 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Amplify Blockchain Technology ETF position peaked at $0 in Q2 2018.
  • 56 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.