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Heritage Oak Wealth Advisors’s Global X Blockchain ETF BKCH Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio BKCH Stock Details BKCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$251K Buy
+3,355
New +$266K 0.07% 85
2026
Q1 		– Sell
-3,452
Closed -$221K – 74
2025
Q4 		$221K Sell
3,452
-43
-1% -$3.77K 0.08% 72
2025
Q3 		$302K Buy
+3,495
New +$225K 0.11% 64

Other funds holding BKCH

EA
Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return
NFG
Northbridge Financial Group Tampa, Florida $261M AUM
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
AEPWM
Atlantic Edge Private Wealth Management Jacksonville, Florida $489M AUM 33.02% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return

Heritage Oak Wealth Advisors's BKCH Position: Q2 2026 in Review

Heritage Oak Wealth Advisors opened a new position in Global X Blockchain ETF (BKCH) in Q2 2026: 3,355 shares worth $251K. The stake represents 0.07% of the portfolio and ranks #85 among its holdings. This is a return to the name: Heritage Oak Wealth Advisors previously reported a position in BKCH as recently as Q4 2025.

Heritage Oak Wealth Advisors first reported a position in BKCH in Q3 2025 and has held it in 3 quarters since. The position peaked at $302K in Q3 2025. 13 funds tracked by Wall St. Rank hold BKCH as of Q2 2026.

  • Heritage Oak Wealth Advisors held 3,355 shares of Global X Blockchain ETF worth $251K as of Q2 2026.
  • Global X Blockchain ETF was a new Heritage Oak Wealth Advisors position in Q2 2026.
  • Global X Blockchain ETF made up 0.07% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #85 holding.
  • Heritage Oak Wealth Advisors first reported a position in Global X Blockchain ETF in Q3 2025 and has held it in 3 quarters since.
  • Heritage Oak Wealth Advisors's Global X Blockchain ETF position peaked at $302K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Global X Blockchain ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.