CCWM
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Cassaday & Co Wealth Management’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Cassaday & Co 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 		$39.5K Hold
630
– – ﹤0.01% 666
2026
Q1 		$31.4K Buy
+630
New +$35.5K ﹤0.01% 706

Other funds holding BLOK

CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM

Cassaday & Co Wealth Management's BLOK Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Amplify Blockchain Technology ETF (BLOK) position steady in Q2 2026 at 630 shares worth $39.5K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Cassaday & Co Wealth Management first reported a position in BLOK in Q1 2026 and has held it in 2 quarters since. 274 funds tracked by Wall St. Rank hold BLOK as of Q2 2026.

  • Cassaday & Co Wealth Management held 630 shares of Amplify Blockchain Technology ETF worth $39.5K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Amplify Blockchain Technology ETF share count unchanged in Q2 2026.
  • Amplify Blockchain Technology ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #666 holding.
  • Cassaday & Co Wealth Management first reported a position in Amplify Blockchain Technology ETF in Q1 2026 and has held it in 2 quarters since.
  • 274 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.