Creative Planning
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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
Q2 		$1.11M Buy
17,648
+3,591
+26% +$222K ﹤0.01% 2559
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

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

Creative Planning's BLOK Position: Q2 2026 in Review

Creative Planning increased its Amplify Blockchain Technology ETF (BLOK) stake by 26% in Q2 2026, buying an estimated $222K and bringing the position to 17,648 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #2559.

Creative Planning first reported a position in BLOK in Q1 2021 and has held it in 22 quarters since. 274 funds tracked by Wall St. Rank hold BLOK as of Q2 2026.

  • Creative Planning held 17,648 shares of Amplify Blockchain Technology ETF worth $1.11M as of Q2 2026.
  • Creative Planning bought 3,591 Amplify Blockchain Technology ETF shares in Q2 2026, an estimated $222K.
  • Amplify Blockchain Technology ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2559 holding.
  • Creative Planning first reported a position in Amplify Blockchain Technology ETF in Q1 2021 and has held it in 22 quarters since.
  • 274 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.