HCR Wealth Advisors’s Amplify Blockchain Technology ETF BLOK Stock Holding History

HCR Wealth 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	$314K	Hold	5,015	–	–	0.03%	209
2026 Q1	$250K	Hold	5,015	–	–	0.03%	213
2025 Q4	$285K	Hold	5,015	–	–	0.03%	199
2025 Q3	$350K	Hold	5,015	–	–	0.04%	181
2025 Q2	$286K	Buy	+5,015	New	+$227K	0.03%	191
2025 Q1	–	Sell	-5,015	Closed	-$217K	–	232
2024 Q4	$217K	Sell	5,015 -2,000	-29%	-$89.9K	0.03%	218
2024 Q3	$263K	Hold	7,015	–	–	0.03%	195
2024 Q2	$249K	Hold	7,015	–	–	0.04%	192
2024 Q1	$256K	Sell	7,015 -111	-2%	-$3.44K	0.04%	187
2023 Q4	$213K	Buy	+7,126	New	+$168K	0.03%	192
2022 Q2	–	Sell	-8,568	Closed	-$293K	–	182
2022 Q1	$293K	Buy	8,568 +180	+2%	+$6.09K	0.05%	156
2021 Q4	$337K	Sell	8,388 -155	-2%	-$8.07K	0.05%	158
2021 Q3	$381K	Buy	8,543 +75	+0.9%	+$3.52K	0.06%	156
2021 Q2	$404K	Buy	8,468 +1,809	+27%	+$88.6K	0.07%	144
2021 Q1	$372K	Buy	+6,659	New	+$324K	0.07%	142

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

HCR Wealth Advisors's BLOK Position: Q2 2026 in Review

HCR Wealth Advisors held its Amplify Blockchain Technology ETF (BLOK) position steady in Q2 2026 at 5,015 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #209.

HCR Wealth Advisors first reported a position in BLOK in Q1 2021 and has held it in 15 quarters since. The position peaked at $404K in Q2 2021. 274 funds tracked by Wall St. Rank hold BLOK as of Q2 2026.

HCR Wealth Advisors held 5,015 shares of Amplify Blockchain Technology ETF worth $314K as of Q2 2026.
HCR Wealth Advisors left its Amplify Blockchain Technology ETF share count unchanged in Q2 2026.
Amplify Blockchain Technology ETF made up 0.03% of HCR Wealth Advisors's portfolio in Q2 2026, its #209 holding.
HCR Wealth Advisors first reported a position in Amplify Blockchain Technology ETF in Q1 2021 and has held it in 15 quarters since.
HCR Wealth Advisors's Amplify Blockchain Technology ETF position peaked at $404K in Q2 2021.
274 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.