Rothwell Investment Advisors, LLC’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Rothwell Investment Advisors, LLC’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
2026 Q3	$11.4K	Buy	+186	New	+$11.5K	0.01%	748

Other funds holding BLOK

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return

Carter Financial Group Barrington, Illinois $196M AUM 20.26% 1-Year Est. Return

Q3 Asset Management Birmingham, Michigan $553M AUM 20.11% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Riggs Asset Management Dallas, Pennsylvania $541M AUM 40.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Gerber LLC Columbus, Ohio $220M AUM 16.73% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return

Rothwell Investment Advisors, LLC's BLOK Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Amplify Blockchain Technology ETF (BLOK) in Q3 2026: 186 shares worth $11.4K. The stake represents 0.01% of the portfolio and ranks #748 among its holdings.

154 funds tracked by Wall St. Rank hold BLOK as of Q3 2026.

Rothwell Investment Advisors, LLC held 186 shares of Amplify Blockchain Technology ETF worth $11.4K as of Q3 2026.
Amplify Blockchain Technology ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Amplify Blockchain Technology ETF made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #748 holding.
154 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.