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Bartlett & Co Wealth Management’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Bartlett & Co 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 		$21K Hold
335
– – ﹤0.01% 878
2026
Q1 		$20.6K Hold
335
– – ﹤0.01% 815
2025
Q4 		$19.1K Hold
335
– – ﹤0.01% 831
2025
Q3 		$22.5K Buy
+335
New +$20.3K ﹤0.01% 807

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 $104B AUM 28.3% 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

Bartlett & Co Wealth Management's BLOK Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Amplify Blockchain Technology ETF (BLOK) position steady in Q2 2026 at 335 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Bartlett & Co Wealth Management first reported a position in BLOK in Q3 2025 and has held it in 4 quarters since. The position peaked at $22.5K in Q3 2025. 274 funds tracked by Wall St. Rank hold BLOK as of Q2 2026.

  • Bartlett & Co Wealth Management held 335 shares of Amplify Blockchain Technology ETF worth $21K as of Q2 2026.
  • Bartlett & Co Wealth Management left its Amplify Blockchain Technology ETF share count unchanged in Q2 2026.
  • Amplify Blockchain Technology ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #878 holding.
  • Bartlett & Co Wealth Management first reported a position in Amplify Blockchain Technology ETF in Q3 2025 and has held it in 4 quarters since.
  • Bartlett & Co Wealth Management's Amplify Blockchain Technology ETF position peaked at $22.5K in Q3 2025.
  • 274 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.