Betterment LLC
BLOK icon

Betterment LLC’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Betterment LLC’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
-4,000
Closed -$228K – 618
2025
Q4 		$228K Buy
+4,000
New +$258K ﹤0.01% 532
2025
Q1 		– Sell
-4,820
Closed -$208K – 462
2024
Q4 		$208K Buy
+4,820
New +$217K ﹤0.01% 439

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LPL Financial
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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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
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
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

Betterment LLC's BLOK Position: Q1 2026 in Review

Betterment LLC sold out of Amplify Blockchain Technology ETF (BLOK) in Q1 2026, closing a stake of 4,000 shares — an estimated $228K sold.

Betterment LLC first reported a position in BLOK in Q4 2024 and held it in 2 quarters. The position peaked at $228K in Q4 2025. 251 funds tracked by Wall St. Rank hold BLOK as of Q1 2026.

  • Betterment LLC reported no remaining Amplify Blockchain Technology ETF position as of Q1 2026 after selling out during the quarter.
  • Betterment LLC sold 4,000 Amplify Blockchain Technology ETF shares in Q1 2026, an estimated $228K.
  • Betterment LLC first reported a position in Amplify Blockchain Technology ETF in Q4 2024 and held it in 2 quarters.
  • Betterment LLC's Amplify Blockchain Technology ETF position peaked at $228K in Q4 2025.
  • 251 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.