Cyndeo Wealth Partners’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Cyndeo Wealth Partners’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	$357K	Buy	5,698 +164	+3%	+$10.1K	0.02%	406
2026 Q1	$276K	Buy	5,534 +107	+2%	+$6.02K	0.01%	419
2025 Q4	$309K	Buy	5,427 +199	+4%	+$12.8K	0.02%	397
2025 Q3	$350K	Buy	5,228 +157	+3%	+$9.51K	0.02%	364
2025 Q2	$290K	Buy	+5,071	New	+$229K	0.02%	391
2025 Q1	–	Sell	-5,402	Closed	-$233K	–	453
2024 Q4	$233K	Buy	+5,402	New	+$243K	0.02%	408

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

Cyndeo Wealth Partners's BLOK Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Amplify Blockchain Technology ETF (BLOK) stake by 3% in Q2 2026, buying an estimated $10.1K and bringing the position to 5,698 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #406.

Cyndeo Wealth Partners first reported a position in BLOK in Q4 2024 and has held it in 6 quarters since. 274 funds tracked by Wall St. Rank hold BLOK as of Q2 2026.

Cyndeo Wealth Partners held 5,698 shares of Amplify Blockchain Technology ETF worth $357K as of Q2 2026.
Cyndeo Wealth Partners bought 164 Amplify Blockchain Technology ETF shares in Q2 2026, an estimated $10.1K.
Amplify Blockchain Technology ETF made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #406 holding.
Cyndeo Wealth Partners first reported a position in Amplify Blockchain Technology ETF in Q4 2024 and has held it in 6 quarters since.
274 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.