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Cornerstone Planning Group’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Cornerstone Planning Group’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
-32
Closed -$2.18K – 1723
2025
Q3 		$2.18K Hold
32
– – ﹤0.01% 1142
2025
Q2 		$1.82K Buy
+32
New +$1.45K ﹤0.01% 970

Other funds holding BLOK

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
CFG
Carter Financial Group Barrington, Illinois $193M AUM 29.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cornerstone Planning Group's BLOK Position: Q4 2025 in Review

Cornerstone Planning Group sold out of Amplify Blockchain Technology ETF (BLOK) in Q4 2025, closing a stake of 32 shares — an estimated $2.18K sold.

Cornerstone Planning Group first reported a position in BLOK in Q2 2025 and held it in 2 quarters. The position peaked at $2.18K in Q3 2025. 253 funds tracked by Wall St. Rank hold BLOK as of Q4 2025.

  • Cornerstone Planning Group reported no remaining Amplify Blockchain Technology ETF position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 32 Amplify Blockchain Technology ETF shares in Q4 2025, an estimated $2.18K.
  • Cornerstone Planning Group first reported a position in Amplify Blockchain Technology ETF in Q2 2025 and held it in 2 quarters.
  • Cornerstone Planning Group's Amplify Blockchain Technology ETF position peaked at $2.18K in Q3 2025.
  • 253 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.