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

Avior 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 		$343K Sell
5,475
-3,291
-38% -$203K 0.01% 618
2026
Q1 		$437K Buy
8,766
+2,584
+42% +$145K 0.01% 562
2025
Q4 		$352K Buy
+6,182
New +$399K 0.01% 564
2025
Q1 		– Sell
-372
Closed -$16.1K – 924
2024
Q4 		$16.1K Buy
372
+18
+5% +$809 ﹤0.01% 1470
2024
Q3 		$13.3K Sell
354
-1,175
-77% -$42.1K ﹤0.01% 1466
2024
Q2 		$54.2K Buy
1,529
+1,095
+252% +$36.7K ﹤0.01% 1062
2024
Q1 		$15.8K Buy
434
+129
+42% +$4K ﹤0.01% 1705
2023
Q4 		$9.13K Hold
305
– – ﹤0.01% 1008
2023
Q3 		$6.09K Hold
305
– – ﹤0.01% 1132
2023
Q2 		$6.96K Hold
305
– – ﹤0.01% 1088
2023
Q1 		$5.92K Hold
305
– – ﹤0.01% 1152
2022
Q4 		$4.62K Hold
305
– – ﹤0.01% 967
2022
Q3 		$5K Hold
305
– – ﹤0.01% 927
2022
Q2 		$5K Sell
305
-887
-74% -$21.7K ﹤0.01% 847
2022
Q1 		$40K Buy
1,192
+37
+3% +$1.25K ﹤0.01% 627
2021
Q4 		$46K Hold
1,155
– – ﹤0.01% 595
2021
Q3 		$51K Buy
1,155
+441
+62% +$20.7K ﹤0.01% 557
2021
Q2 		$34K Buy
714
+446
+166% +$21.8K ﹤0.01% 572
2021
Q1 		$14K Buy
+268
New +$13K ﹤0.01% 704

Other funds holding BLOK

CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM

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

Avior Wealth Management reduced its Amplify Blockchain Technology ETF (BLOK) stake by 38% in Q2 2026, selling an estimated $203K and leaving 5,475 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #618.

Avior Wealth Management first reported a position in BLOK in Q1 2021 and has held it in 19 quarters since. The position peaked at $437K in Q1 2026. 273 funds tracked by Wall St. Rank hold BLOK as of Q2 2026.

  • Avior Wealth Management held 5,475 shares of Amplify Blockchain Technology ETF worth $343K as of Q2 2026.
  • Avior Wealth Management sold 3,291 Amplify Blockchain Technology ETF shares in Q2 2026, an estimated $203K.
  • Amplify Blockchain Technology ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #618 holding.
  • Avior Wealth Management first reported a position in Amplify Blockchain Technology ETF in Q1 2021 and has held it in 19 quarters since.
  • Avior Wealth Management's Amplify Blockchain Technology ETF position peaked at $437K in Q1 2026.
  • 273 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.