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

EverSource 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
2025
Q2 		– Sell
-108
Closed -$3.98K – 4264
2025
Q1 		$3.98K Sell
108
-214
-66% -$9.43K ﹤0.01% 2602
2024
Q4 		$13.9K Hold
322
– – ﹤0.01% 1834
2024
Q3 		$12.1K Hold
322
– – ﹤0.01% 1756
2024
Q2 		$11.8K Hold
322
– – ﹤0.01% 1758
2024
Q1 		$9.94K Buy
+322
New +$9.98K ﹤0.01% 1691
2022
Q4 		– Sell
-346
Closed -$6K – 2316
2022
Q3 		$6K Buy
+346
New +$7.25K ﹤0.01% 1278

Other funds holding BLOK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CFG
Carter Financial Group Barrington, Illinois $162M AUM 21.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

EverSource Wealth Advisors's BLOK Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of Amplify Blockchain Technology ETF (BLOK) in Q2 2025, closing a stake of 108 shares — an estimated $3.98K sold.

EverSource Wealth Advisors first reported a position in BLOK in Q3 2022 and held it in 6 quarters. The position peaked at $13.9K in Q4 2024. 216 funds tracked by Wall St. Rank hold BLOK as of Q2 2025.

  • EverSource Wealth Advisors reported no remaining Amplify Blockchain Technology ETF position as of Q2 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 108 Amplify Blockchain Technology ETF shares in Q2 2025, an estimated $3.98K.
  • EverSource Wealth Advisors first reported a position in Amplify Blockchain Technology ETF in Q3 2022 and held it in 6 quarters.
  • EverSource Wealth Advisors's Amplify Blockchain Technology ETF position peaked at $13.9K in Q4 2024.
  • 216 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.