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Accredited Wealth Management’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Accredited Wealth Management’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
2025
Q3 		$13.4K Buy
300
+100
+50% +$6.06K 0.01% 234
2025
Q2 		$11.4K Buy
+200
New +$9.05K 0.01% 250
2025
Q1 		– Sell
-100
Closed -$4.32K – 391
2024
Q4 		$4.32K Buy
+100
New +$4.5K ﹤0.01% 303

Other funds holding BLOK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SAM
Strive Asset Management Dublin, Ohio $184M AUM 29.16% 1-Year Est. Return

Accredited Wealth Management's BLOK Position: Q3 2025 in Review

Accredited Wealth Management increased its Amplify Blockchain Technology ETF (BLOK) stake by 50% in Q3 2025, buying an estimated $6.06K and bringing the position to 300 shares worth $13.4K. The position accounts for 0.01% of the portfolio, ranked #234.

Accredited Wealth Management first reported a position in BLOK in Q4 2024 and has held it in 3 quarters since. 252 funds tracked by Wall St. Rank hold BLOK as of Q3 2025.

  • Accredited Wealth Management held 300 shares of Amplify Blockchain Technology ETF worth $13.4K as of Q3 2025.
  • Accredited Wealth Management bought 100 Amplify Blockchain Technology ETF shares in Q3 2025, an estimated $6.06K.
  • Amplify Blockchain Technology ETF made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #234 holding.
  • Accredited Wealth Management first reported a position in Amplify Blockchain Technology ETF in Q4 2024 and has held it in 3 quarters since.
  • 252 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.