EGWAG
BLOK icon

Elwood & Goetz Wealth Advisory Group’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Elwood & Goetz Wealth Advisory Group’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
Q1 		– Sell
-10,297
Closed -$586K – 140
2025
Q4 		$586K Buy
+10,297
New +$665K 0.1% 57

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CFG
Carter Financial Group Barrington, Illinois $193M AUM 29.2% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's BLOK Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group sold out of Amplify Blockchain Technology ETF (BLOK) in Q1 2026, closing a stake of 10,297 shares — an estimated $586K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in BLOK in Q4 2025 and held it in 1 quarter. The position peaked at $586K in Q4 2025. 251 funds tracked by Wall St. Rank hold BLOK as of Q1 2026.

  • Elwood & Goetz Wealth Advisory Group reported no remaining Amplify Blockchain Technology ETF position as of Q1 2026 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 10,297 Amplify Blockchain Technology ETF shares in Q1 2026, an estimated $586K.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Amplify Blockchain Technology ETF in Q4 2025 and held it in 1 quarter.
  • Elwood & Goetz Wealth Advisory Group's Amplify Blockchain Technology ETF position peaked at $586K in Q4 2025.
  • 251 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.