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Clearstead Advisors’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Clearstead Advisors’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 		$43.8K Sell
700
-61
-8% -$3.77K ﹤0.01% 1541
2026
Q1 		$37.9K Hold
761
– – ﹤0.01% 1331
2025
Q4 		$43.3K Hold
761
– – ﹤0.01% 1462
2025
Q3 		$51K Buy
761
+61
+9% +$3.69K ﹤0.01% 1273
2025
Q2 		$40K Sell
700
-37
-5% -$1.67K ﹤0.01% 1353
2025
Q1 		$27.2K Hold
737
– – ﹤0.01% 1331
2024
Q4 		$31.8K Buy
737
+2
+0.3% +$90 ﹤0.01% 1267
2024
Q3 		$27.6K Hold
735
– – ﹤0.01% 1345
2024
Q2 		$26.1K Hold
735
– – ﹤0.01% 1307
2024
Q1 		$23.1K Hold
735
– – ﹤0.01% 925
2023
Q4 		$21.9K Buy
735
+1
+0.1% +$24 ﹤0.01% 925
2023
Q3 		$14.6K Hold
734
– – ﹤0.01% 933
2023
Q2 		$16.7K Hold
734
– – ﹤0.01% 918
2023
Q1 		$14.2K Sell
734
-150
-17% -$2.72K ﹤0.01% 897
2022
Q4 		$13.4K Buy
884
+150
+20% +$2.58K ﹤0.01% 868
2022
Q3 		$14K Hold
734
– – ﹤0.01% 827
2022
Q2 		$13K Hold
734
– – ﹤0.01% 876
2022
Q1 		$25K Hold
734
– – ﹤0.01% 813
2021
Q4 		$29K Buy
734
+4
+0.5% +$208 ﹤0.01% 740
2021
Q3 		$33K Buy
730
+30
+4% +$1.41K ﹤0.01% 678
2021
Q2 		$33K Buy
+700
New +$34.3K ﹤0.01% 625

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

Clearstead Advisors's BLOK Position: Q2 2026 in Review

Clearstead Advisors reduced its Amplify Blockchain Technology ETF (BLOK) stake by 8% in Q2 2026, selling an estimated $3.77K and leaving 700 shares worth $43.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

Clearstead Advisors first reported a position in BLOK in Q2 2021 and has held it in 21 quarters since. The position peaked at $51K in Q3 2025. 274 funds tracked by Wall St. Rank hold BLOK as of Q2 2026.

  • Clearstead Advisors held 700 shares of Amplify Blockchain Technology ETF worth $43.8K as of Q2 2026.
  • Clearstead Advisors sold 61 Amplify Blockchain Technology ETF shares in Q2 2026, an estimated $3.77K.
  • Amplify Blockchain Technology ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1541 holding.
  • Clearstead Advisors first reported a position in Amplify Blockchain Technology ETF in Q2 2021 and has held it in 21 quarters since.
  • Clearstead Advisors's Amplify Blockchain Technology ETF position peaked at $51K in Q3 2025.
  • 274 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.