EWM
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Evolution Wealth Management’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Evolution Wealth Management’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 		$6.28K Hold
126
– – ﹤0.01% 584
2025
Q4 		$7.17K Hold
126
– – 0.01% 488
2025
Q3 		$8.45K Hold
126
– – 0.01% 391
2025
Q2 		$7.2K Buy
+126
New +$5.7K 0.01% 393

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $150M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CFG
Carter Financial Group Barrington, Illinois $162M AUM 21.13% 1-Year Est. Return

Evolution Wealth Management's BLOK Position: Q1 2026 in Review

Evolution Wealth Management held its Amplify Blockchain Technology ETF (BLOK) position steady in Q1 2026 at 126 shares worth $6.28K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Evolution Wealth Management first reported a position in BLOK in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.45K in Q3 2025. 249 funds tracked by Wall St. Rank hold BLOK as of Q1 2026.

  • Evolution Wealth Management held 126 shares of Amplify Blockchain Technology ETF worth $6.28K as of Q1 2026.
  • Evolution Wealth Management left its Amplify Blockchain Technology ETF share count unchanged in Q1 2026.
  • Amplify Blockchain Technology ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #584 holding.
  • Evolution Wealth Management first reported a position in Amplify Blockchain Technology ETF in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Amplify Blockchain Technology ETF position peaked at $8.45K in Q3 2025.
  • 249 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.