Innovative Advisory Group, LLC’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Innovative Advisory Group, LLC’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	$200K	Buy	+3,196	New	+$197K	0.15%	30
2026 Q1	–	Sell	-3,536	Closed	-$201K	–	63
2025 Q4	$201K	Sell	3,536 -120	-3%	-$7.75K	0.13%	37
2025 Q3	$245K	Hold	3,656	–	–	0.15%	36
2025 Q2	$209K	Hold	3,656	–	–	0.18%	32
2025 Q1	$135K	Sell	3,656 -107	-3%	-$4.71K	0.13%	37
2024 Q4	$163K	Buy	+3,763	New	+$169K	0.14%	35

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 22.9% 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

Innovative Advisory Group, LLC's BLOK Position: Q2 2026 in Review

Innovative Advisory Group, LLC opened a new position in Amplify Blockchain Technology ETF (BLOK) in Q2 2026: 3,196 shares worth $200K. The stake represents 0.15% of the portfolio and ranks #30 among its holdings. This is a return to the name: Innovative Advisory Group, LLC previously reported a position in BLOK as recently as Q4 2025.

Innovative Advisory Group, LLC first reported a position in BLOK in Q4 2024 and has held it in 6 quarters since. The position peaked at $245K in Q3 2025. 275 funds tracked by Wall St. Rank hold BLOK as of Q2 2026.

Innovative Advisory Group, LLC held 3,196 shares of Amplify Blockchain Technology ETF worth $200K as of Q2 2026.
Amplify Blockchain Technology ETF was a new Innovative Advisory Group, LLC position in Q2 2026.
Amplify Blockchain Technology ETF made up 0.15% of Innovative Advisory Group, LLC's portfolio in Q2 2026, its #30 holding.
Innovative Advisory Group, LLC first reported a position in Amplify Blockchain Technology ETF in Q4 2024 and has held it in 6 quarters since.
Innovative Advisory Group, LLC's Amplify Blockchain Technology ETF position peaked at $245K in Q3 2025.
275 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q2 2026, filed 22 Sep 2026.