Blue Bell Private Wealth Management’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Blue Bell Private 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	$73.6K	Hold	1,175	–	–	0.01%	386
2026 Q1	$58.5K	Hold	1,175	–	–	0.01%	396
2025 Q4	$66.8K	Hold	1,175	–	–	0.01%	377
2025 Q3	$78.8K	Hold	1,175	–	–	0.01%	349
2025 Q2	$67.1K	Hold	1,175	–	–	0.01%	357
2025 Q1	$43.3K	Hold	1,175	–	–	0.01%	393
2024 Q4	$50.7K	Buy	1,175 +100	+9%	+$4.5K	0.01%	355
2024 Q3	$40.3K	Hold	1,075	–	–	0.01%	392
2024 Q2	$38.1K	Hold	1,075	–	–	0.01%	385
2024 Q1	$39.2K	Hold	1,075	–	–	0.01%	383
2023 Q4	$32.1K	Hold	1,075	–	–	0.01%	377
2023 Q3	$21.4K	Hold	1,075	–	–	0.01%	354
2023 Q2	$24.5K	Hold	1,075	–	–	0.01%	332
2023 Q1	$20.8K	Buy	1,075 +200	+23%	+$3.63K	0.01%	314
2022 Q4	$13.2K	Sell	875 -301	-26%	-$5.17K	﹤0.01%	347
2022 Q3	$22K	Hold	1,176	–	–	0.01%	290
2022 Q2	$21K	Hold	1,176	–	–	0.01%	301
2022 Q1	$40K	Hold	1,176	–	–	0.01%	244
2021 Q4	$47K	Hold	1,176	–	–	0.01%	214
2021 Q3	$52K	Hold	1,176	–	–	0.02%	107
2021 Q2	$56K	Sell	1,176 -1	-0.1%	-$49	0.02%	110
2021 Q1	$66K	Buy	1,177 +2	+0.2%	+$97	0.02%	105
2020 Q4	$40K	Buy	1,175 +75	+7%	+$2.13K	0.01%	105
2020 Q3	$27K	Hold	1,100	–	–	0.01%	115
2020 Q2	$20K	Hold	1,100	–	–	0.01%	126
2020 Q1	$17K	Hold	1,100	–	–	0.01%	125
2019 Q4	$21K	Buy	1,100 +100	+10%	+$1.84K	0.01%	138
2019 Q3	$18K	Hold	1,000	–	–	0.01%	136
2019 Q2	$18K	Hold	1,000	–	–	0.01%	131
2019 Q1	$18K	Hold	1,000	–	–	0.01%	136
2018 Q4	$15K	Hold	1,000	–	–	0.01%	145
2018 Q3	$20K	Buy	+1,000	New	+$20K	0.01%	143

Other funds holding BLOK

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

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

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

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

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

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

TWM

Thryve Wealth Management Irving, Texas $179M AUM

Blue Bell Private Wealth Management's BLOK Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Amplify Blockchain Technology ETF (BLOK) position steady in Q2 2026 at 1,175 shares worth $73.6K. The position accounts for 0.01% of the portfolio, ranked #386.

Blue Bell Private Wealth Management first reported a position in BLOK in Q3 2018 and has held it in 32 quarters since. The position peaked at $78.8K in Q3 2025. 274 funds tracked by Wall St. Rank hold BLOK as of Q2 2026.

Blue Bell Private Wealth Management held 1,175 shares of Amplify Blockchain Technology ETF worth $73.6K as of Q2 2026.
Blue Bell Private Wealth Management left its Amplify Blockchain Technology ETF share count unchanged in Q2 2026.
Amplify Blockchain Technology ETF made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #386 holding.
Blue Bell Private Wealth Management first reported a position in Amplify Blockchain Technology ETF in Q3 2018 and has held it in 32 quarters since.
Blue Bell Private Wealth Management's Amplify Blockchain Technology ETF position peaked at $78.8K in Q3 2025.
274 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.