Compass Financial Management’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Compass Financial 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	$6.51K	Buy	+104	New	+$6.42K	﹤0.01%	1138

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 $103B AUM 28.65% 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

Compass Financial Management's BLOK Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
Amplify Blockchain Technology ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1138 holding.
268 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.