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Concurrent Investment Advisors’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Concurrent Investment 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
2025
Q4 		– Sell
-585,440
Closed -$39.2M – 1794
2025
Q3 		$39.2M Buy
585,440
+370,333
+172% +$22.4M 0.67% 23
2025
Q2 		$12.3M Buy
+215,107
New +$9.73M 0.24% 91

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $150M AUM
CFG
Carter Financial Group Barrington, Illinois $162M AUM 21.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Concurrent Investment Advisors's BLOK Position: Q4 2025 in Review

Concurrent Investment Advisors sold out of Amplify Blockchain Technology ETF (BLOK) in Q4 2025, closing a stake of 585,440 shares — an estimated $39.2M sold.

Concurrent Investment Advisors first reported a position in BLOK in Q2 2025 and held it in 2 quarters. The position peaked at $39.2M in Q3 2025. 251 funds tracked by Wall St. Rank hold BLOK as of Q4 2025.

  • Concurrent Investment Advisors reported no remaining Amplify Blockchain Technology ETF position as of Q4 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 585,440 Amplify Blockchain Technology ETF shares in Q4 2025, an estimated $39.2M.
  • Concurrent Investment Advisors first reported a position in Amplify Blockchain Technology ETF in Q2 2025 and held it in 2 quarters.
  • Concurrent Investment Advisors's Amplify Blockchain Technology ETF position peaked at $39.2M in Q3 2025.
  • 251 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2025.

Based on Concurrent Investment Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.