Carson Wealth (CWM LLC)
BLOK icon

Carson Wealth (CWM LLC)’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Carson Wealth (CWM 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 		$1.19M Sell
23,846
-1,454
-6% -$81.9K ﹤0.01% 1445
2025
Q4 		$1.44M Buy
25,300
+35
+0.1% +$2.26K ﹤0.01% 1307
2025
Q3 		$1.69M Buy
25,265
+743
+3% +$45K 0.01% 1162
2025
Q2 		$1.4M Sell
24,522
-826
-3% -$37.4K ﹤0.01% 1093
2025
Q1 		$935K Buy
25,348
+1,244
+5% +$54.8K ﹤0.01% 1167
2024
Q4 		$1.04M Buy
24,104
+21,084
+698% +$948K ﹤0.01% 1061
2024
Q3 		$113K Buy
3,020
+64
+2% +$2.29K ﹤0.01% 2128
2024
Q2 		$105K Sell
2,956
-402
-12% -$13.5K ﹤0.01% 1945
2024
Q1 		$122K Sell
3,358
-170
-5% -$5.27K ﹤0.01% 1765
2023
Q4 		$105K Sell
3,528
-112
-3% -$2.63K ﹤0.01% 1732
2023
Q3 		$73K Buy
3,640
+112
+3% +$2.57K ﹤0.01% 1835
2023
Q2 		$80K Buy
3,528
+2
+0.1% +$40 ﹤0.01% 1683
2023
Q1 		$68K Hold
3,526
– – ﹤0.01% 1696
2022
Q4 		$53K Sell
3,526
-631
-15% -$10.8K ﹤0.01% 1694
2022
Q3 		$77K Sell
4,157
-400
-9% -$8.39K ﹤0.01% 1455
2022
Q2 		$83K Buy
4,557
+369
+9% +$9.02K ﹤0.01% 1386
2022
Q1 		$143K Buy
4,188
+268
+7% +$9.07K ﹤0.01% 1185
2021
Q4 		$157K Buy
+3,920
New +$204K ﹤0.01% 1121
2021
Q2 		$192K Hold
4,034
– – ﹤0.01% 919
2021
Q1 		$192K Hold
4,034
– – ﹤0.01% 919
2020
Q4 		$192K Hold
4,034
– – ﹤0.01% 919
2020
Q3 		$192K Hold
4,034
– – ﹤0.01% 919
2020
Q2 		$192K Hold
4,034
– – ﹤0.01% 919
2020
Q1 		$192K Hold
4,034
– – ﹤0.01% 919
2019
Q4 		$192K Hold
4,034
– – ﹤0.01% 919
2019
Q3 		$192K Hold
4,034
– – ﹤0.01% 919
2019
Q2 		$192K Hold
4,034
– – ﹤0.01% 919
2019
Q1 		$192K Sell
4,034
-24,741
-86% -$417K ﹤0.01% 919
2018
Q4 		$425K Buy
28,775
+12,142
+73% +$208K 0.01% 478
2018
Q3 		$337K Buy
16,633
+16,576
+29,081% +$332K 0.01% 427
2018
Q2 		$1K Hold
57
– – ﹤0.01% 1487
2018
Q1 		$1K Buy
+57
New +$1.13K ﹤0.01% 1252

Other funds holding BLOK

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
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

Carson Wealth (CWM LLC)'s BLOK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Amplify Blockchain Technology ETF (BLOK) stake by 5.7% in Q1 2026, selling an estimated $81.9K and leaving 23,846 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

Carson Wealth (CWM LLC) first reported a position in BLOK in Q1 2018 and has held it in 32 quarters since. The position peaked at $1.69M in Q3 2025. 251 funds tracked by Wall St. Rank hold BLOK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 23,846 shares of Amplify Blockchain Technology ETF worth $1.19M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,454 Amplify Blockchain Technology ETF shares in Q1 2026, an estimated $81.9K.
  • Amplify Blockchain Technology ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1445 holding.
  • Carson Wealth (CWM LLC) first reported a position in Amplify Blockchain Technology ETF in Q1 2018 and has held it in 32 quarters since.
  • Carson Wealth (CWM LLC)'s Amplify Blockchain Technology ETF position peaked at $1.69M in Q3 2025.
  • 251 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.