Guardian Wealth Advisors (North Carolina)’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-512	Closed	-$25.5K	–	391
2026 Q1	$25.5K	Buy	+512	New	+$28.8K	﹤0.01%	490
2025 Q3	–	Sell	-492	Closed	-$28.1K	–	361
2025 Q2	$28.1K	Hold	492	–	–	﹤0.01%	437
2025 Q1	$18.1K	Buy	+492	New	+$21.7K	﹤0.01%	435

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

Guardian Wealth Advisors (North Carolina)'s BLOK Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Amplify Blockchain Technology ETF (BLOK) in Q2 2026, closing a stake of 512 shares — an estimated $25.5K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in BLOK in Q1 2025 and held it in 3 quarters. The position peaked at $28.1K in Q2 2025. 274 funds tracked by Wall St. Rank hold BLOK as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Amplify Blockchain Technology ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 512 Amplify Blockchain Technology ETF shares in Q2 2026, an estimated $25.5K.
Guardian Wealth Advisors (North Carolina) first reported a position in Amplify Blockchain Technology ETF in Q1 2025 and held it in 3 quarters.
Guardian Wealth Advisors (North Carolina)'s Amplify Blockchain Technology ETF position peaked at $28.1K in Q2 2025.
274 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.