B. Riley Wealth Advisors’s Amplify Blockchain Technology ETF BLOK Stock Holding History

B. Riley Wealth Advisors’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 Q1	–	Sell	-8,442	Closed	-$480K	–	923
2025 Q4	$480K	Buy	8,442 +79	+0.9%	+$5.1K	0.02%	540
2025 Q3	$561K	Buy	8,363 +231	+3%	+$14K	0.03%	493
2025 Q2	$464K	Buy	+8,132	New	+$368K	0.02%	554
2023 Q3	–	Sell	-10,138	Closed	-$231K	–	1496
2023 Q2	$231K	Buy	+10,138	New	+$204K	0.01%	1274
2021 Q4	–	Sell	-4,892	Closed	-$219K	–	1421
2021 Q3	$219K	Buy	4,892 +321	+7%	+$15K	0.01%	1197
2021 Q2	$218K	Buy	4,571 +687	+18%	+$33.6K	0.01%	1174
2021 Q1	$217K	Buy	+3,884	New	+$189K	0.01%	1154

Other funds holding BLOK

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

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

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

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

TWM

Thryve Wealth Management Irving, Texas $179M AUM

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

CFG

Carter Financial Group Barrington, Illinois $193M AUM 29.2% 1-Year Est. Return

B. Riley Wealth Advisors's BLOK Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Amplify Blockchain Technology ETF (BLOK) in Q1 2026, closing a stake of 8,442 shares — an estimated $480K sold.

B. Riley Wealth Advisors first reported a position in BLOK in Q1 2021 and held it in 7 quarters. The position peaked at $561K in Q3 2025. 251 funds tracked by Wall St. Rank hold BLOK as of Q1 2026.

B. Riley Wealth Advisors reported no remaining Amplify Blockchain Technology ETF position as of Q1 2026 after selling out during the quarter.
B. Riley Wealth Advisors sold 8,442 Amplify Blockchain Technology ETF shares in Q1 2026, an estimated $480K.
B. Riley Wealth Advisors first reported a position in Amplify Blockchain Technology ETF in Q1 2021 and held it in 7 quarters.
B. Riley Wealth Advisors's Amplify Blockchain Technology ETF position peaked at $561K in Q3 2025.
251 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.