CreativeOne Wealth’s Amplify Blockchain Technology ETF BLOK Stock Holding History

CreativeOne 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	$286K	Sell	4,566 -1,801	-28%	-$111K	0.01%	1011
2026 Q1	$317K	Buy	6,367 +146	+2%	+$8.22K	0.01%	960
2025 Q4	$354K	Sell	6,221 -2,583	-29%	-$167K	0.01%	893
2025 Q3	$590K	Buy	8,804 +913	+12%	+$55.3K	0.01%	715
2025 Q2	$451K	Buy	+7,891	New	+$357K	0.01%	778
2025 Q1	–	Sell	-7,223	Closed	-$312K	–	1066
2024 Q4	$312K	Sell	7,223 -779	-10%	-$35K	0.01%	861
2024 Q3	$300K	Buy	8,002 +197	+3%	+$7.05K	0.01%	772
2024 Q2	$277K	Buy	+7,805	New	+$262K	0.01%	640
2022 Q2	–	Sell	-6,707	Closed	-$229K	–	725
2022 Q1	$229K	Buy	6,707 +1,311	+24%	+$44.4K	0.01%	665
2021 Q4	$217K	Buy	+5,396	New	+$281K	0.01%	697

Other funds holding BLOK

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TWM

Thryve Wealth Management Irving, Texas $179M AUM

CreativeOne Wealth's BLOK Position: Q2 2026 in Review

CreativeOne Wealth reduced its Amplify Blockchain Technology ETF (BLOK) stake by 28% in Q2 2026, selling an estimated $111K and leaving 4,566 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #1011.

CreativeOne Wealth first reported a position in BLOK in Q4 2021 and has held it in 10 quarters since. The position peaked at $590K in Q3 2025. 274 funds tracked by Wall St. Rank hold BLOK as of Q2 2026.

CreativeOne Wealth held 4,566 shares of Amplify Blockchain Technology ETF worth $286K as of Q2 2026.
CreativeOne Wealth sold 1,801 Amplify Blockchain Technology ETF shares in Q2 2026, an estimated $111K.
Amplify Blockchain Technology ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1011 holding.
CreativeOne Wealth first reported a position in Amplify Blockchain Technology ETF in Q4 2021 and has held it in 10 quarters since.
CreativeOne Wealth's Amplify Blockchain Technology ETF position peaked at $590K in Q3 2025.
274 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.