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 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

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

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return