CWM
BLOK icon

Copia Wealth Management’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Copia Wealth 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 		$31.1K Hold
497
– – 0.02% 254
2026
Q1 		$24.8K Sell
497
-210
-30% -$11.8K 0.02% 261
2025
Q4 		$40.2K Sell
707
-299
-30% -$19.3K 0.03% 217
2025
Q3 		$67.4K Buy
1,006
+299
+42% +$18.1K 0.05% 164
2025
Q2 		$40.4K Hold
707
– – 0.03% 181
2025
Q1 		$26.1K Sell
707
-533
-43% -$23.5K 0.02% 203
2024
Q4 		$53.6K Buy
+1,240
New +$55.8K 0.05% 138

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

Copia Wealth Management's BLOK Position: Q2 2026 in Review

Copia Wealth Management held its Amplify Blockchain Technology ETF (BLOK) position steady in Q2 2026 at 497 shares worth $31.1K. The position accounts for 0.02% of the portfolio, ranked #254.

Copia Wealth Management first reported a position in BLOK in Q4 2024 and has held it in 7 quarters since. The position peaked at $67.4K in Q3 2025. 274 funds tracked by Wall St. Rank hold BLOK as of Q2 2026.

  • Copia Wealth Management held 497 shares of Amplify Blockchain Technology ETF worth $31.1K as of Q2 2026.
  • Copia Wealth Management left its Amplify Blockchain Technology ETF share count unchanged in Q2 2026.
  • Amplify Blockchain Technology ETF made up 0.02% of Copia Wealth Management's portfolio in Q2 2026, its #254 holding.
  • Copia Wealth Management first reported a position in Amplify Blockchain Technology ETF in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's Amplify Blockchain Technology ETF position peaked at $67.4K in Q3 2025.
  • 274 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.