James Investment Research’s Amplify Blockchain Technology ETF BLOK Stock Holding History

James Investment Research’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	$405K	Sell	6,467 -446	-6%	-$27.5K	0.04%	287
2026 Q1	$344K	Sell	6,913 -5,778	-46%	-$325K	0.04%	286
2025 Q4	$722K	Buy	+12,691	New	+$820K	0.08%	201
2022 Q2	–	Sell	-4,910	Closed	-$168K	–	516
2022 Q1	$168K	Sell	4,910 -700	-12%	-$23.7K	0.02%	288
2021 Q4	$225K	Buy	5,610 +600	+12%	+$31.2K	0.02%	278
2021 Q3	$224K	Buy	5,010 +150	+3%	+$7.03K	0.02%	270
2021 Q2	$232K	Buy	4,860 +3,300	+212%	+$162K	0.02%	275
2021 Q1	$87K	Buy	+1,560	New	+$75.8K	0.01%	336

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

James Investment Research's BLOK Position: Q2 2026 in Review

James Investment Research reduced its Amplify Blockchain Technology ETF (BLOK) stake by 6.5% in Q2 2026, selling an estimated $27.5K and leaving 6,467 shares worth $405K. The position accounts for 0.04% of the portfolio, ranked #287.

James Investment Research first reported a position in BLOK in Q1 2021 and has held it in 8 quarters since. The position peaked at $722K in Q4 2025. 274 funds tracked by Wall St. Rank hold BLOK as of Q2 2026.

James Investment Research held 6,467 shares of Amplify Blockchain Technology ETF worth $405K as of Q2 2026.
James Investment Research sold 446 Amplify Blockchain Technology ETF shares in Q2 2026, an estimated $27.5K.
Amplify Blockchain Technology ETF made up 0.04% of James Investment Research's portfolio in Q2 2026, its #287 holding.
James Investment Research first reported a position in Amplify Blockchain Technology ETF in Q1 2021 and has held it in 8 quarters since.
James Investment Research's Amplify Blockchain Technology ETF position peaked at $722K in Q4 2025.
274 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.