Gladstone Institutional Advisory’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Gladstone Institutional Advisory’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 Q1	–	Sell	-5,835	Closed	-$252K	–	721
2024 Q4	$252K	Buy	+5,835	New	+$262K	0.01%	630
2024 Q3	–	Sell	-6,584	Closed	-$234K	–	689
2024 Q2	$234K	Sell	6,584 -3,578	-35%	-$120K	0.01%	592
2024 Q1	$370K	Buy	+10,162	New	+$315K	0.02%	488
2023 Q3	–	Sell	-17,177	Closed	-$391K	–	626
2023 Q2	$391K	Sell	17,177 -1,244	-7%	-$25K	0.02%	450
2023 Q1	$356K	Buy	18,421 +925	+5%	+$16.8K	0.02%	482
2022 Q4	$265K	Buy	17,496 +552	+3%	+$9.49K	0.02%	531
2022 Q3	$313K	Buy	16,944 +2,473	+17%	+$51.9K	0.02%	486
2022 Q2	$262K	Sell	14,471 -152	-1%	-$3.72K	0.02%	541
2022 Q1	$500K	Buy	14,623 +3,821	+35%	+$129K	0.03%	430
2021 Q4	$434K	Buy	10,802 +1,001	+10%	+$52.1K	0.03%	408
2021 Q3	$438K	Buy	+9,801	New	+$459K	0.04%	359

Other funds holding BLOK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gladstone Institutional Advisory's BLOK Position: Q1 2025 in Review

Gladstone Institutional Advisory sold out of Amplify Blockchain Technology ETF (BLOK) in Q1 2025, closing a stake of 5,835 shares — an estimated $252K sold.

Gladstone Institutional Advisory first reported a position in BLOK in Q3 2021 and held it in 11 quarters. The position peaked at $500K in Q1 2022. 184 funds tracked by Wall St. Rank hold BLOK as of Q1 2025.

Gladstone Institutional Advisory reported no remaining Amplify Blockchain Technology ETF position as of Q1 2025 after selling out during the quarter.
Gladstone Institutional Advisory sold 5,835 Amplify Blockchain Technology ETF shares in Q1 2025, an estimated $252K.
Gladstone Institutional Advisory first reported a position in Amplify Blockchain Technology ETF in Q3 2021 and held it in 11 quarters.
Gladstone Institutional Advisory's Amplify Blockchain Technology ETF position peaked at $500K in Q1 2022.
184 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q1 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2025, filed 15 May 2025.