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Kerr Financial Planning’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Kerr Financial Planning’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 		$940 Hold
15
– – ﹤0.01% 485
2026
Q1 		$875 Sell
15
-1
-6% -$56 ﹤0.01% 475
2025
Q4 		$814 Sell
16
-2
-11% -$129 ﹤0.01% 467
2025
Q3 		$1.07K Buy
+18
New +$1.09K ﹤0.01% 512

Other funds holding BLOK

CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM

Kerr Financial Planning's BLOK Position: Q2 2026 in Review

Kerr Financial Planning held its Amplify Blockchain Technology ETF (BLOK) position steady in Q2 2026 at 15 shares worth $940. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Kerr Financial Planning first reported a position in BLOK in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.07K in Q3 2025. 273 funds tracked by Wall St. Rank hold BLOK as of Q2 2026.

  • Kerr Financial Planning held 15 shares of Amplify Blockchain Technology ETF worth $940 as of Q2 2026.
  • Kerr Financial Planning left its Amplify Blockchain Technology ETF share count unchanged in Q2 2026.
  • Amplify Blockchain Technology ETF made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #485 holding.
  • Kerr Financial Planning first reported a position in Amplify Blockchain Technology ETF in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Amplify Blockchain Technology ETF position peaked at $1.07K in Q3 2025.
  • 273 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.