Harbor Asset Planning
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Harbor Asset Planning’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Harbor Asset Planning’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
Q3 		$11.9K Hold
194
– – 0.01% 345
2026
Q2 		$12.1K Hold
194
– – 0.01% 339
2026
Q1 		$9.7K Buy
194
+2
+1% +$113 0.01% 342
2025
Q4 		$11K Hold
192
– – 0.01% 334
2025
Q3 		$12.9K Hold
192
– – 0.01% 306
2025
Q2 		$11K Buy
+192
New +$8.68K 0.01% 313

Other funds holding BLOK

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Thryve Wealth Management
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
Carter Financial Group
Carter Financial Group Barrington, Illinois $196M AUM 20.26% 1-Year Est. Return
Q3 Asset Management
Q3 Asset Management Birmingham, Michigan $553M AUM 20.11% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Riggs Asset Management
Riggs Asset Management Dallas, Pennsylvania $541M AUM 40.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Gerber LLC
Gerber LLC Columbus, Ohio $220M AUM 16.73% 1-Year Est. Return
Oasis Advisors
Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return

Harbor Asset Planning's BLOK Position: Q3 2026 in Review

Harbor Asset Planning held its Amplify Blockchain Technology ETF (BLOK) position steady in Q3 2026 at 194 shares worth $11.9K. The position accounts for 0.01% of the portfolio, ranked #345.

Harbor Asset Planning first reported a position in BLOK in Q2 2025 and has held it in 6 quarters since. The position peaked at $12.9K in Q3 2025. 154 funds tracked by Wall St. Rank hold BLOK as of Q3 2026.

  • Harbor Asset Planning held 194 shares of Amplify Blockchain Technology ETF worth $11.9K as of Q3 2026.
  • Harbor Asset Planning left its Amplify Blockchain Technology ETF share count unchanged in Q3 2026.
  • Amplify Blockchain Technology ETF made up 0.01% of Harbor Asset Planning's portfolio in Q3 2026, its #345 holding.
  • Harbor Asset Planning first reported a position in Amplify Blockchain Technology ETF in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's Amplify Blockchain Technology ETF position peaked at $12.9K in Q3 2025.
  • 154 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.