Independent Advisor Alliance’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Independent Advisor Alliance’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	-12,690	Closed	-$632K	–	1087
2026 Q1	$632K	Buy	+12,690	New	+$714K	0.01%	1025
2025 Q4	–	Sell	-3,078	Closed	-$206K	–	1005
2025 Q3	$206K	Buy	+3,078	New	+$186K	0.01%	882
2025 Q1	–	Sell	-5,199	Closed	-$225K	–	848
2024 Q4	$225K	Buy	+5,199	New	+$234K	﹤0.01%	1250

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 $103B AUM 28.65% 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

Independent Advisor Alliance's BLOK Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Amplify Blockchain Technology ETF (BLOK) in Q2 2026, closing a stake of 12,690 shares — an estimated $632K sold.

Independent Advisor Alliance first reported a position in BLOK in Q4 2024 and held it in 3 quarters. The position peaked at $632K in Q1 2026. 273 funds tracked by Wall St. Rank hold BLOK as of Q2 2026.

Independent Advisor Alliance reported no remaining Amplify Blockchain Technology ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 12,690 Amplify Blockchain Technology ETF shares in Q2 2026, an estimated $632K.
Independent Advisor Alliance first reported a position in Amplify Blockchain Technology ETF in Q4 2024 and held it in 3 quarters.
Independent Advisor Alliance's Amplify Blockchain Technology ETF position peaked at $632K in Q1 2026.
273 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.