CI
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CX Institutional’s Amplify Blockchain Technology ETF BLOK Stock Holding History

CX Institutional’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
Q3 		$2.42M Sell
39,469
-58
-0.1% -$3.6K 0.07% 232
2026
Q2 		$2.48M Buy
39,527
+216
+0.5% +$13.3K 0.07% 225
2026
Q1 		$1.96M Buy
39,311
+6,270
+19% +$353K 0.06% 254
2025
Q4 		$1.88M Buy
33,041
+977
+3% +$63.1K 0.06% 207
2025
Q3 		$2.15M Sell
32,064
-319
-1% -$19.3K 0.07% 204
2025
Q2 		$1.85M Sell
32,383
-98,813
-75% -$4.47M 0.06% 203
2025
Q1 		$4.84M Sell
131,196
-249,476
-66% -$11M 0.18% 123
2024
Q4 		$16.4M Sell
380,672
-23,415
-6% -$1.05M 0.65% 38
2024
Q3 		$15.2M Sell
404,087
-47,225
-10% -$1.69M 0.67% 39
2024
Q2 		$16M Sell
451,312
-11,030
-2% -$370K 0.75% 32
2024
Q1 		$16.8M Buy
462,342
+20,994
+5% +$651K 0.81% 28
2023
Q4 		$13.2M Sell
441,348
-77,569
-15% -$1.82M 0.7% 44
2023
Q3 		$10.3M Sell
518,917
-74,038
-12% -$1.7M 0.57% 50
2023
Q2 		$13.5M Sell
592,955
-18,768
-3% -$377K 0.7% 38
2023
Q1 		$11.9M Buy
611,723
+597,651
+4,247% +$10.8M 0.63% 36
2022
Q4 		$213K Buy
+14,072
New +$242K 0.01% 486
2022
Q3 		– Sell
-647
Closed -$12K – 533
2022
Q2 		$12K Buy
+647
New +$15.8K ﹤0.01% 918

Other funds holding BLOK

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

CX Institutional's BLOK Position: Q3 2026 in Review

CX Institutional reduced its Amplify Blockchain Technology ETF (BLOK) stake by 0.15% in Q3 2026, selling an estimated $3.6K and leaving 39,469 shares worth $2.42M. The position accounts for 0.07% of the portfolio, ranked #232.

CX Institutional first reported a position in BLOK in Q2 2022 and has held it in 17 quarters since. The position peaked at $16.8M in Q1 2024. 17 funds tracked by Wall St. Rank hold BLOK as of Q3 2026.

  • CX Institutional held 39,469 shares of Amplify Blockchain Technology ETF worth $2.42M as of Q3 2026.
  • CX Institutional sold 58 Amplify Blockchain Technology ETF shares in Q3 2026, an estimated $3.6K.
  • Amplify Blockchain Technology ETF made up 0.07% of CX Institutional's portfolio in Q3 2026, its #232 holding.
  • CX Institutional first reported a position in Amplify Blockchain Technology ETF in Q2 2022 and has held it in 17 quarters since.
  • CX Institutional's Amplify Blockchain Technology ETF position peaked at $16.8M in Q1 2024.
  • 17 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.