Independent Financial Group’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Independent Financial Group’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
2024 Q4	–	Sell	-5,787	Closed	-$217K	–	1166
2024 Q3	$217K	Sell	5,787 -1,384	-19%	-$49.5K	0.01%	1031
2024 Q2	$254K	Sell	7,171 -3,042	-30%	-$102K	0.01%	908
2024 Q1	$372K	Buy	10,213 +565	+6%	+$17.5K	0.02%	690
2023 Q4	$288K	Buy	+9,648	New	+$227K	0.02%	736
2023 Q3	–	Sell	-11,332	Closed	-$258K	–	901
2023 Q2	$258K	Buy	11,332 +28	+0.2%	+$563	0.02%	710
2023 Q1	$219K	Buy	+11,304	New	+$205K	0.02%	742
2022 Q1	–	Sell	-5,204	Closed	-$209K	–	787
2021 Q4	$209K	Sell	5,204 -353	-6%	-$18.4K	0.02%	718
2021 Q3	$248K	Buy	5,557 +564	+11%	+$26.4K	0.03%	595
2021 Q2	$238K	Buy	+4,993	New	+$244K	0.03%	606

Other funds holding BLOK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Independent Financial Group's BLOK Position: Q4 2024 in Review

Independent Financial Group sold out of Amplify Blockchain Technology ETF (BLOK) in Q4 2024, closing a stake of 5,787 shares — an estimated $217K sold.

Independent Financial Group first reported a position in BLOK in Q2 2021 and held it in 9 quarters. The position peaked at $372K in Q1 2024. 197 funds tracked by Wall St. Rank hold BLOK as of Q4 2024.

Independent Financial Group reported no remaining Amplify Blockchain Technology ETF position as of Q4 2024 after selling out during the quarter.
Independent Financial Group sold 5,787 Amplify Blockchain Technology ETF shares in Q4 2024, an estimated $217K.
Independent Financial Group first reported a position in Amplify Blockchain Technology ETF in Q2 2021 and held it in 9 quarters.
Independent Financial Group's Amplify Blockchain Technology ETF position peaked at $372K in Q1 2024.
197 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2024.

Based on Independent Financial Group's 13F filing for Q4 2024, filed 12 Jun 2026.