MWM
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Maridea Wealth Management’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Maridea Wealth Management’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 		$1.4M Buy
22,284
+17,240
+342% +$1.06M 0.15% 156
2026
Q1 		$251K Buy
+5,044
New +$284K 0.04% 384
2025
Q4 		– Sell
-4,649
Closed -$333K – 415
2025
Q3 		$333K Buy
4,649
+841
+22% +$50.9K 0.05% 308
2025
Q2 		$217K Buy
+3,808
New +$172K 0.06% 251
2025
Q1 		– Sell
-5,248
Closed -$227K – 237
2024
Q4 		$227K Buy
+5,248
New +$236K 0.07% 211

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 $104B AUM 28.3% 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

Maridea Wealth Management's BLOK Position: Q2 2026 in Review

Maridea Wealth Management increased its Amplify Blockchain Technology ETF (BLOK) stake by 342% in Q2 2026, buying an estimated $1.06M and bringing the position to 22,284 shares worth $1.4M. The position accounts for 0.15% of the portfolio, ranked #156.

Maridea Wealth Management first reported a position in BLOK in Q4 2024 and has held it in 5 quarters since. 274 funds tracked by Wall St. Rank hold BLOK as of Q2 2026.

  • Maridea Wealth Management held 22,284 shares of Amplify Blockchain Technology ETF worth $1.4M as of Q2 2026.
  • Maridea Wealth Management bought 17,240 Amplify Blockchain Technology ETF shares in Q2 2026, an estimated $1.06M.
  • Amplify Blockchain Technology ETF made up 0.15% of Maridea Wealth Management's portfolio in Q2 2026, its #156 holding.
  • Maridea Wealth Management first reported a position in Amplify Blockchain Technology ETF in Q4 2024 and has held it in 5 quarters since.
  • 274 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.