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Upturn AI SWOT - About
Amplify Transformational Data Sharing ETF (BLOK)
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Upturn Advisory Summary
07/10/2025: BLOK (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 100.49% | Avg. Invested days 36 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 07/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 27.18 - 56.00 | Updated Date 06/29/2025 |
52 Weeks Range 27.18 - 56.00 | Updated Date 06/29/2025 |
Upturn AI SWOT
Amplify Transformational Data Sharing ETF
ETF Overview
Overview
The Amplify Transformational Data Sharing ETF (BLOK) seeks to provide investment results that correspond to the performance of the Amplify Transformational Data Sharing Index. BLOK invests in companies actively involved in the development and utilization of blockchain technologies. The ETF provides exposure to a global mix of companies in industries such as financials, technology, and media.
Reputation and Reliability
Amplify ETFs is a well-known ETF issuer with a focus on thematic and innovative investment strategies.
Management Expertise
Amplify ETFs has a team with experience in developing and managing thematic ETFs focused on disruptive technologies.
Investment Objective
Goal
To seek investment results that correspond to the price and yield performance of the Amplify Transformational Data Sharing Index.
Investment Approach and Strategy
Strategy: BLOK aims to track the Amplify Transformational Data Sharing Index, which consists of companies actively involved in blockchain technology.
Composition The ETF primarily holds stocks of companies across various sectors that are engaged in blockchain-related activities.
Market Position
Market Share: BLOK holds a significant portion of the blockchain ETF market share.
Total Net Assets (AUM): 116500000
Competitors
Key Competitors
- Global X Blockchain ETF (BKCH)
- VanEck Digital Transformation ETF (DAPP)
- Bitwise Crypto Industry Innovators ETF (BITQ)
Competitive Landscape
The blockchain ETF market is competitive with several players. BLOK differentiates itself through its established history and active management, potentially leading to higher returns, but also higher fees compared to passive ETFs. Some competitors are passively managed and have lower expense ratios, attracting cost-conscious investors. BLOK's active strategy offers flexibility but also introduces the risk of underperformance compared to its benchmark or passive competitors.
Financial Performance
Historical Performance: Historical performance data not readily available for direct numerical representation without access to live data feeds.
Benchmark Comparison: Performance data not readily available for direct numerical representation without access to live data feeds.
Expense Ratio: 0.71
Liquidity
Average Trading Volume
BLOK typically exhibits moderate trading volume, indicating reasonable liquidity.
Bid-Ask Spread
The bid-ask spread for BLOK is generally tight, reflecting adequate liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and regulatory developments significantly impact blockchain technology adoption and, consequently, BLOK's performance.
Growth Trajectory
BLOK's growth trajectory is tied to the broader adoption and innovation within the blockchain and cryptocurrency space; changes in holdings reflect portfolio rebalancing based on the underlying index methodology and the investment manager's discretion.
Moat and Competitive Advantages
Competitive Edge
BLOK benefits from its first-mover advantage and established brand recognition in the blockchain ETF space. Its active management strategy allows for strategic adjustments to capitalize on emerging trends and mitigate risks within the rapidly evolving blockchain landscape. The ETF's diversified exposure to global companies involved in blockchain development provides a broad investment opportunity. It also benefits from brand recognition.
Risk Analysis
Volatility
BLOK may exhibit high volatility due to the inherent risks associated with blockchain technology and cryptocurrency markets.
Market Risk
Specific risks include regulatory uncertainty, technological advancements disrupting existing blockchain solutions, and market sentiment towards cryptocurrencies.
Investor Profile
Ideal Investor Profile
BLOK is suitable for investors with a high-risk tolerance who are seeking exposure to the potential growth of blockchain technology and its applications.
Market Risk
BLOK is best suited for long-term investors who understand the speculative nature of blockchain technology and are comfortable with high volatility.
Summary
The Amplify Transformational Data Sharing ETF (BLOK) provides exposure to companies actively involved in blockchain technology. It has a higher than average expense ratio for an ETF, but has a competitive edge with first mover advantage. Investors should be aware of the market dynamics that affect blockchain technology, including risks and regulatory uncertainty. BLOK is suitable for long term investors who are comfortable with high volatility and understand the potential of blockchain technology.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Amplify ETFs Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on your individual circumstances and consultation with a financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Amplify Transformational Data Sharing ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed ETF that seeks to provide total return by investing at least 80% of its net assets in the equity securities of companies actively involved in the development and utilization of transformational data sharing technologies. It may invest in non-U.S. equity securities, including depositary receipts.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.