Creative Planning
BLOK icon

Creative Planning’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Creative Planning’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 		$700K Sell
14,057
-252
-2% -$14.2K ﹤0.01% 2760
2025
Q4 		$814K Buy
14,309
+2,785
+24% +$180K ﹤0.01% 2454
2025
Q3 		$773K Buy
11,524
+840
+8% +$50.9K ﹤0.01% 2359
2025
Q2 		$610K Sell
10,684
-1,205
-10% -$54.5K ﹤0.01% 2279
2025
Q1 		$438K Buy
11,889
+2,023
+21% +$89.1K ﹤0.01% 2407
2024
Q4 		$426K Sell
9,866
-72
-0.7% -$3.24K ﹤0.01% 2375
2024
Q3 		$373K Sell
9,938
-790
-7% -$28.3K ﹤0.01% 2349
2024
Q2 		$381K Sell
10,728
-3,827
-26% -$128K ﹤0.01% 2168
2024
Q1 		$530K Buy
14,555
+3,421
+31% +$106K ﹤0.01% 1811
2023
Q4 		$332K Buy
11,134
+239
+2% +$5.62K ﹤0.01% 2015
2023
Q3 		$217K Sell
10,895
-162
-1% -$3.72K ﹤0.01% 2177
2023
Q2 		$252K Sell
11,057
-128
-1% -$2.57K ﹤0.01% 2042
2023
Q1 		$216K Sell
11,185
-787
-7% -$14.3K ﹤0.01% 2067
2022
Q4 		$181K Sell
11,972
-8,698
-42% -$150K ﹤0.01% 2044
2022
Q3 		$382K Sell
20,670
-1,439
-7% -$30.2K ﹤0.01% 1498
2022
Q2 		$401K Sell
22,109
-2,808
-11% -$68.7K ﹤0.01% 1439
2022
Q1 		$852K Buy
24,917
+5,262
+27% +$178K ﹤0.01% 1066
2021
Q4 		$790K Buy
19,655
+7,235
+58% +$377K ﹤0.01% 1064
2021
Q3 		$554K Buy
12,420
+1,443
+13% +$67.6K ﹤0.01% 1232
2021
Q2 		$523K Buy
10,977
+4,119
+60% +$202K ﹤0.01% 1254
2021
Q1 		$383K Buy
+6,858
New +$333K ﹤0.01% 1616

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 $376B 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 $501B 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 $528B AUM 27.57% 1-Year Est. Return
CFG
Carter Financial Group Barrington, Illinois $162M AUM 21.13% 1-Year Est. Return