COMPASS FINANCIAL MANAGEMENT LLC’s Amplify Blockchain Technology ETF BLOK Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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	$6.51K	Buy	+104	New	+$6.42K	﹤0.01%	1138

Other funds holding BLOK

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

TWM

Thryve Wealth Management Irving, Texas $179M AUM

CFG

Carter Financial Group Barrington, Illinois $193M AUM 29.2% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's BLOK Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Amplify Blockchain Technology ETF (BLOK) in Q2 2026: 104 shares worth $6.51K. The stake represents ﹤0.01% of the portfolio and ranks #1138 among its holdings.

218 funds tracked by Wall St. Rank hold BLOK as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 104 shares of Amplify Blockchain Technology ETF worth $6.51K as of Q2 2026.
Amplify Blockchain Technology ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Amplify Blockchain Technology ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1138 holding.
218 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.