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

AE 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
2026 Q2	$82.9K	Buy	1,324 +290	+28%	+$17.9K	﹤0.01%	1962
2026 Q1	$51.5K	Sell	1,034 -26	-2%	-$1.46K	﹤0.01%	1949
2025 Q4	$60.3K	Sell	1,060 -34	-3%	-$2.2K	﹤0.01%	1814
2025 Q3	$73.4K	Sell	1,094 -967	-47%	-$58.6K	﹤0.01%	1645
2025 Q2	$118K	Buy	2,061 +1,026	+99%	+$46.4K	﹤0.01%	1439
2025 Q1	$38.2K	Sell	1,035 -119	-10%	-$5.24K	﹤0.01%	1626
2024 Q4	$49.9K	Buy	+1,154	New	+$51.9K	﹤0.01%	1559
2024 Q1	–	Sell	-16,218	Closed	-$443K	–	1237
2023 Q4	$443K	Buy	+16,218	New	+$381K	﹤0.01%	1511
2022 Q2	–	Sell	-8,520	Closed	-$291K	–	1726
2022 Q1	$291K	Sell	8,520 -86,993	-91%	-$2.95M	﹤0.01%	1429
2021 Q4	$3.84M	Sell	95,513 -58,447	-38%	-$3.04M	0.03%	494
2021 Q3	$6.87M	Buy	153,960 +13,774	+10%	+$646K	0.06%	307
2021 Q2	$6.68M	Buy	+140,186	New	+$6.86M	0.06%	302

Other funds holding BLOK

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TWM

Thryve Wealth Management Irving, Texas $179M AUM

AE Wealth Management's BLOK Position: Q2 2026 in Review

AE Wealth Management increased its Amplify Blockchain Technology ETF (BLOK) stake by 28% in Q2 2026, buying an estimated $17.9K and bringing the position to 1,324 shares worth $82.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1962.

AE Wealth Management first reported a position in BLOK in Q2 2021 and has held it in 12 quarters since. The position peaked at $6.87M in Q3 2021. 274 funds tracked by Wall St. Rank hold BLOK as of Q2 2026.

AE Wealth Management held 1,324 shares of Amplify Blockchain Technology ETF worth $82.9K as of Q2 2026.
AE Wealth Management bought 290 Amplify Blockchain Technology ETF shares in Q2 2026, an estimated $17.9K.
Amplify Blockchain Technology ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1962 holding.
AE Wealth Management first reported a position in Amplify Blockchain Technology ETF in Q2 2021 and has held it in 12 quarters since.
AE Wealth Management's Amplify Blockchain Technology ETF position peaked at $6.87M in Q3 2021.
274 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.