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Edge Financial Advisors’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Edge Financial Advisors’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
2025
Q4 		– Sell
-3,952
Closed -$265K – 136
2025
Q3 		$265K Buy
3,952
+25
+0.6% +$1.51K 0.12% 118
2025
Q2 		$223K Buy
+3,927
New +$178K 0.12% 119

Other funds holding BLOK

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM
CFG
Carter Financial Group Barrington, Illinois $193M AUM 29.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Edge Financial Advisors's BLOK Position: Q4 2025 in Review

Edge Financial Advisors sold out of Amplify Blockchain Technology ETF (BLOK) in Q4 2025, closing a stake of 3,952 shares — an estimated $265K sold.

Edge Financial Advisors first reported a position in BLOK in Q2 2025 and held it in 2 quarters. The position peaked at $265K in Q3 2025. 252 funds tracked by Wall St. Rank hold BLOK as of Q4 2025.

  • Edge Financial Advisors reported no remaining Amplify Blockchain Technology ETF position as of Q4 2025 after selling out during the quarter.
  • Edge Financial Advisors sold 3,952 Amplify Blockchain Technology ETF shares in Q4 2025, an estimated $265K.
  • Edge Financial Advisors first reported a position in Amplify Blockchain Technology ETF in Q2 2025 and held it in 2 quarters.
  • Edge Financial Advisors's Amplify Blockchain Technology ETF position peaked at $265K in Q3 2025.
  • 252 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.