EP Wealth Advisors’s Amplify Blockchain Technology ETF BLOK Stock Holding History

EP Wealth 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
2026 Q2	$310K	Buy	4,948 +649	+15%	+$40.1K	﹤0.01%	1279
2026 Q1	$214K	Sell	4,299 -76	-2%	-$4.28K	﹤0.01%	1376
2025 Q4	$249K	Buy	+4,375	New	+$283K	﹤0.01%	1248
2025 Q2	$222K	Hold	3,885	–	–	﹤0.01%	1193
2025 Q1	$143K	Buy	3,885 +15	+0.4%	+$661	﹤0.01%	1197
2024 Q4	$167K	Buy	3,870 +34	+0.9%	+$1.53K	﹤0.01%	1118
2024 Q3	$144K	Sell	3,836 -33	-0.9%	-$1.18K	﹤0.01%	1105
2024 Q2	$137K	Buy	3,869 +205	+6%	+$6.88K	﹤0.01%	797
2024 Q1	$134K	Buy	+3,664	New	+$114K	﹤0.01%	777

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

EP Wealth Advisors's BLOK Position: Q2 2026 in Review

EP Wealth Advisors increased its Amplify Blockchain Technology ETF (BLOK) stake by 15% in Q2 2026, buying an estimated $40.1K and bringing the position to 4,948 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

EP Wealth Advisors first reported a position in BLOK in Q1 2024 and has held it in 9 quarters since. 274 funds tracked by Wall St. Rank hold BLOK as of Q2 2026.

EP Wealth Advisors held 4,948 shares of Amplify Blockchain Technology ETF worth $310K as of Q2 2026.
EP Wealth Advisors bought 649 Amplify Blockchain Technology ETF shares in Q2 2026, an estimated $40.1K.
Amplify Blockchain Technology ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1279 holding.
EP Wealth Advisors first reported a position in Amplify Blockchain Technology ETF in Q1 2024 and has held it in 9 quarters since.
274 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.