Halbert Hargrove Global Advisors’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Halbert Hargrove Global 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	$199K	Buy	3,174 +1	+0%	+$62	0.01%	107
2026 Q1	$158K	Sell	3,173 -22	-0.7%	-$1.24K	0.01%	110
2025 Q4	$182K	Sell	3,195 -11	-0.3%	-$710	0.01%	101
2025 Q3	$215K	Hold	3,206	–	–	0.01%	99
2025 Q2	$183K	Buy	3,206 +419	+15%	+$19K	0.01%	90
2025 Q1	$103K	Buy	+2,787	New	+$123K	0.01%	114

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

Halbert Hargrove Global Advisors's BLOK Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its Amplify Blockchain Technology ETF (BLOK) stake by 0.03% in Q2 2026, buying an estimated $62 and bringing the position to 3,174 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #107.

Halbert Hargrove Global Advisors first reported a position in BLOK in Q1 2025 and has held it in 6 quarters since. The position peaked at $215K in Q3 2025. 274 funds tracked by Wall St. Rank hold BLOK as of Q2 2026.

Halbert Hargrove Global Advisors held 3,174 shares of Amplify Blockchain Technology ETF worth $199K as of Q2 2026.
Halbert Hargrove Global Advisors bought 1 Amplify Blockchain Technology ETF share in Q2 2026, an estimated $62.
Amplify Blockchain Technology ETF made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #107 holding.
Halbert Hargrove Global Advisors first reported a position in Amplify Blockchain Technology ETF in Q1 2025 and has held it in 6 quarters since.
Halbert Hargrove Global Advisors's Amplify Blockchain Technology ETF position peaked at $215K in Q3 2025.
274 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.