Bogart Wealth LLC’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Bogart Wealth 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 Q2	$939	Hold	15	–	–	﹤0.01%	1631
2026 Q1	$747	Hold	15	–	–	﹤0.01%	1507
2025 Q4	$853	Hold	15	–	–	﹤0.01%	1354
2025 Q3	$1.01K	Hold	15	–	–	﹤0.01%	1283
2025 Q2	$857	Hold	15	–	–	﹤0.01%	1247
2025 Q1	$553	Hold	15	–	–	﹤0.01%	1252
2024 Q4	$648	Hold	15	–	–	﹤0.01%	1251
2024 Q3	$563	Hold	15	–	–	﹤0.01%	1064
2024 Q2	$532	Hold	15	–	–	﹤0.01%	1050
2024 Q1	$547	Hold	15	–	–	﹤0.01%	1007
2023 Q4	$448	Hold	15	–	–	﹤0.01%	1006
2023 Q3	$299	Hold	15	–	–	﹤0.01%	1030
2023 Q2	$341	Buy	+15	New	+$302	﹤0.01%	1004
2022 Q4	–	Sell	-602	Closed	-$11K	–	1072
2022 Q3	$11K	Buy	602 +80	+15%	+$1.68K	﹤0.01%	516
2022 Q2	$9K	Hold	522	–	–	﹤0.01%	551
2022 Q1	$18K	Hold	522	–	–	﹤0.01%	396
2021 Q4	$21K	Buy	+522	New	+$27.2K	﹤0.01%	368

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

Bogart Wealth LLC's BLOK Position: Q2 2026 in Review

Bogart Wealth LLC held its Amplify Blockchain Technology ETF (BLOK) position steady in Q2 2026 at 15 shares worth $939. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

Bogart Wealth LLC first reported a position in BLOK in Q4 2021 and has held it in 17 quarters since. The position peaked at $21K in Q4 2021. 274 funds tracked by Wall St. Rank hold BLOK as of Q2 2026.

Bogart Wealth LLC held 15 shares of Amplify Blockchain Technology ETF worth $939 as of Q2 2026.
Bogart Wealth LLC left its Amplify Blockchain Technology ETF share count unchanged in Q2 2026.
Amplify Blockchain Technology ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1631 holding.
Bogart Wealth LLC first reported a position in Amplify Blockchain Technology ETF in Q4 2021 and has held it in 17 quarters since.
Bogart Wealth LLC's Amplify Blockchain Technology ETF position peaked at $21K in Q4 2021.
274 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.