Carter Financial Group’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Carter Financial Group’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	$7.52M	Sell	120,017 -8,787	-7%	-$542K	3.9%	6
2026 Q1	$6.42M	Sell	128,804 -836	-0.6%	-$47.1K	3.97%	6
2025 Q4	$7.38M	Buy	129,640 +2,406	+2%	+$155K	4.37%	4
2025 Q3	$8.53M	Sell	127,234 -6,922	-5%	-$419K	5.15%	3
2025 Q2	$7.66M	Buy	+134,156	New	+$6.07M	5.01%	3
2022 Q1	$863K	Buy	+25,255	New	+$855K	1.16%	14

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

Carter Financial Group's BLOK Position: Q2 2026 in Review

Carter Financial Group reduced its Amplify Blockchain Technology ETF (BLOK) stake by 6.8% in Q2 2026, selling an estimated $542K and leaving 120,017 shares worth $7.52M. The position accounts for 3.9% of the portfolio, ranked #6.

Carter Financial Group first reported a position in BLOK in Q1 2022 and has held it in 6 quarters since. The position peaked at $8.53M in Q3 2025. 274 funds tracked by Wall St. Rank hold BLOK as of Q2 2026.

Carter Financial Group held 120,017 shares of Amplify Blockchain Technology ETF worth $7.52M as of Q2 2026.
Carter Financial Group sold 8,787 Amplify Blockchain Technology ETF shares in Q2 2026, an estimated $542K.
Amplify Blockchain Technology ETF made up 3.9% of Carter Financial Group's portfolio in Q2 2026, its #6 holding.
Carter Financial Group first reported a position in Amplify Blockchain Technology ETF in Q1 2022 and has held it in 6 quarters since.
Carter Financial Group's Amplify Blockchain Technology ETF position peaked at $8.53M in Q3 2025.
274 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.