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Concorde Asset Management’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Concorde Asset 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
Q1 		– Sell
-4,354
Closed -$248K – 211
2025
Q4 		$248K Sell
4,354
-80
-2% -$5.17K 0.1% 194
2025
Q3 		$305K Buy
+4,434
New +$269K 0.13% 148

Other funds holding BLOK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $150M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CFG
Carter Financial Group Barrington, Illinois $162M AUM 21.13% 1-Year Est. Return

Concorde Asset Management's BLOK Position: Q1 2026 in Review

Concorde Asset Management sold out of Amplify Blockchain Technology ETF (BLOK) in Q1 2026, closing a stake of 4,354 shares — an estimated $248K sold.

Concorde Asset Management first reported a position in BLOK in Q3 2025 and held it in 2 quarters. The position peaked at $305K in Q3 2025. 249 funds tracked by Wall St. Rank hold BLOK as of Q1 2026.

  • Concorde Asset Management reported no remaining Amplify Blockchain Technology ETF position as of Q1 2026 after selling out during the quarter.
  • Concorde Asset Management sold 4,354 Amplify Blockchain Technology ETF shares in Q1 2026, an estimated $248K.
  • Concorde Asset Management first reported a position in Amplify Blockchain Technology ETF in Q3 2025 and held it in 2 quarters.
  • Concorde Asset Management's Amplify Blockchain Technology ETF position peaked at $305K in Q3 2025.
  • 249 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.