Lido Advisors
BLOK icon

Lido Advisors’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Lido 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
Q1 		$212K Buy
+4,253
New +$239K ﹤0.01% 1751
2022
Q3 		– Sell
-10,014
Closed -$181K – 953
2022
Q2 		$181K Sell
10,014
-7,404
-43% -$181K ﹤0.01% 882
2022
Q1 		$595K Sell
17,418
-219
-1% -$7.42K 0.01% 545
2021
Q4 		$708K Buy
17,637
+422
+2% +$22K 0.01% 500
2021
Q3 		$768K Sell
17,215
-2,212
-11% -$104K 0.02% 465
2021
Q2 		$926K Buy
19,427
+4,774
+33% +$234K 0.02% 396
2021
Q1 		$818K Buy
14,653
+1,969
+16% +$95.7K 0.02% 381
2020
Q4 		$443K Buy
+12,684
New +$360K 0.01% 511

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 $376B 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 $501B 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 $528B AUM 27.57% 1-Year Est. Return
CFG
Carter Financial Group Barrington, Illinois $162M AUM 21.13% 1-Year Est. Return