J.W. Cole Advisors’s Amplify Blockchain Technology ETF BLOK Stock Holding History

J.W. Cole 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	$276K	Sell	4,400 -500	-10%	-$30.9K	﹤0.01%	1323
2026 Q1	$244K	Sell	4,900 -2,077	-30%	-$117K	0.01%	694
2025 Q4	$391K	Sell	6,977 -15,927	-70%	-$1.03M	0.01%	985
2025 Q3	$1.54M	Buy	22,904 +830	+4%	+$50.3K	0.03%	558
2025 Q2	$1.26M	Buy	+22,074	New	+$999K	0.03%	590
2025 Q1	–	Sell	-4,860	Closed	-$210K	–	1261
2024 Q4	$210K	Buy	+4,860	New	+$219K	0.01%	888
2022 Q2	–	Sell	-9,949	Closed	-$340K	–	742
2022 Q1	$340K	Buy	9,949 +2,159	+28%	+$73.1K	0.02%	576
2021 Q4	$313K	Sell	7,790 -14,508	-65%	-$755K	0.02%	634
2021 Q3	$1.24M	Buy	22,298 +14,429	+183%	+$676K	0.09%	142
2021 Q2	$375K	Buy	7,869 +1,978	+34%	+$96.8K	0.03%	513
2021 Q1	$329K	Sell	5,891 -204	-3%	-$9.91K	0.03%	488
2020 Q4	$213K	Buy	+6,095	New	+$173K	0.02%	574

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

J.W. Cole Advisors's BLOK Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Amplify Blockchain Technology ETF (BLOK) stake by 10% in Q2 2026, selling an estimated $30.9K and leaving 4,400 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

J.W. Cole Advisors first reported a position in BLOK in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.54M in Q3 2025. 274 funds tracked by Wall St. Rank hold BLOK as of Q2 2026.

J.W. Cole Advisors held 4,400 shares of Amplify Blockchain Technology ETF worth $276K as of Q2 2026.
J.W. Cole Advisors sold 500 Amplify Blockchain Technology ETF shares in Q2 2026, an estimated $30.9K.
Amplify Blockchain Technology ETF made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1323 holding.
J.W. Cole Advisors first reported a position in Amplify Blockchain Technology ETF in Q4 2020 and has held it in 12 quarters since.
J.W. Cole Advisors's Amplify Blockchain Technology ETF position peaked at $1.54M in Q3 2025.
274 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.