BRWA
BLOK icon

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $501B AUM 22.01% 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
TWM
Thryve Wealth Management Irving, Texas $150M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CFG
Carter Financial Group Barrington, Illinois $162M AUM 21.13% 1-Year Est. Return