Corient Private Wealth
BLOK icon

Corient Private Wealth’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Corient Private Wealth’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 		$469K Buy
7,495
+2,145
+40% +$132K ﹤0.01% 2266
2026
Q1 		$266K Sell
5,350
-2,163
-29% -$122K ﹤0.01% 2384
2025
Q4 		$429K Buy
7,513
+46
+0.6% +$2.97K ﹤0.01% 1951
2025
Q3 		$501K Buy
7,467
+3,537
+90% +$214K ﹤0.01% 1788
2025
Q2 		$224K Buy
+3,930
New +$178K ﹤0.01% 2170

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 $7B AUM 14.85% 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 22.9% 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 15.59% 1-Year Est. Return

Corient Private Wealth's BLOK Position: Q2 2026 in Review

Corient Private Wealth increased its Amplify Blockchain Technology ETF (BLOK) stake by 40% in Q2 2026, buying an estimated $132K and bringing the position to 7,495 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #2266.

Corient Private Wealth first reported a position in BLOK in Q2 2025 and has held it in 5 quarters since. The position peaked at $501K in Q3 2025. 275 funds tracked by Wall St. Rank hold BLOK as of Q2 2026.

  • Corient Private Wealth held 7,495 shares of Amplify Blockchain Technology ETF worth $469K as of Q2 2026.
  • Corient Private Wealth bought 2,145 Amplify Blockchain Technology ETF shares in Q2 2026, an estimated $132K.
  • Amplify Blockchain Technology ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2266 holding.
  • Corient Private Wealth first reported a position in Amplify Blockchain Technology ETF in Q2 2025 and has held it in 5 quarters since.
  • Corient Private Wealth's Amplify Blockchain Technology ETF position peaked at $501K in Q3 2025.
  • 275 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.