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Legacy Wealth Management (Idaho)’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Legacy Wealth Management (Idaho)’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
Q1 		$1.2K Hold
24
– – ﹤0.01% 847
2025
Q4 		$1.37K Hold
24
– – ﹤0.01% 714
2025
Q3 		$1.61K Buy
+24
New +$1.45K ﹤0.01% 566

Other funds holding BLOK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $150M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CFG
Carter Financial Group Barrington, Illinois $162M AUM 21.13% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s BLOK Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its Amplify Blockchain Technology ETF (BLOK) position steady in Q1 2026 at 24 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

Legacy Wealth Management (Idaho) first reported a position in BLOK in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.61K in Q3 2025. 249 funds tracked by Wall St. Rank hold BLOK as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 24 shares of Amplify Blockchain Technology ETF worth $1.2K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its Amplify Blockchain Technology ETF share count unchanged in Q1 2026.
  • Amplify Blockchain Technology ETF made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #847 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Amplify Blockchain Technology ETF in Q3 2025 and has held it in 3 quarters since.
  • Legacy Wealth Management (Idaho)'s Amplify Blockchain Technology ETF position peaked at $1.61K in Q3 2025.
  • 249 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.