Richard W. Paul & Associates’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Richard W. Paul & Associates’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
2025 Q2	–	Sell	-51	Closed	-$1.88K	–	342
2025 Q1	$1.88K	Sell	51 -19	-27%	-$837	﹤0.01%	292
2024 Q4	$3.02K	Sell	70 -13	-16%	-$585	﹤0.01%	386
2024 Q3	$3.11K	Sell	83 -5	-6%	-$179	﹤0.01%	384
2024 Q2	$3.12K	Sell	88 -38	-30%	-$1.27K	﹤0.01%	380
2024 Q1	$4.59K	Sell	126 -80	-39%	-$2.48K	﹤0.01%	362
2023 Q4	$6.14K	Sell	206 -110	-35%	-$2.59K	﹤0.01%	341
2023 Q3	$6.28K	Sell	316 -45	-12%	-$1.03K	﹤0.01%	329
2023 Q2	$8.2K	Buy	361 +4	+1%	+$80	﹤0.01%	328
2023 Q1	$6.89K	Sell	357 -5	-1%	-$91	﹤0.01%	350
2022 Q4	$5.46K	Buy	+362	New	+$6.22K	﹤0.01%	363

Other funds holding BLOK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CFG

Carter Financial Group Barrington, Illinois $162M AUM 21.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Richard W. Paul & Associates's BLOK Position: Q2 2025 in Review

Richard W. Paul & Associates sold out of Amplify Blockchain Technology ETF (BLOK) in Q2 2025, closing a stake of 51 shares — an estimated $1.88K sold.

Richard W. Paul & Associates first reported a position in BLOK in Q4 2022 and held it in 10 quarters. The position peaked at $8.2K in Q2 2023. 216 funds tracked by Wall St. Rank hold BLOK as of Q2 2025.

Richard W. Paul & Associates reported no remaining Amplify Blockchain Technology ETF position as of Q2 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 51 Amplify Blockchain Technology ETF shares in Q2 2025, an estimated $1.88K.
Richard W. Paul & Associates first reported a position in Amplify Blockchain Technology ETF in Q4 2022 and held it in 10 quarters.
Richard W. Paul & Associates's Amplify Blockchain Technology ETF position peaked at $8.2K in Q2 2023.
216 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2025.

Based on Richard W. Paul & Associates's 13F filing for Q2 2025, filed 12 Aug 2025.