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Roman Butler Fullerton & Co’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Roman Butler Fullerton & Co’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 		$539K Sell
10,064
-652
-6% -$36.7K 0.15% 151
2025
Q4 		$669K Sell
10,716
-375
-3% -$24.2K 0.18% 141
2025
Q3 		$782K Buy
11,091
+2,426
+28% +$147K 0.21% 116
2025
Q2 		$528K Buy
8,665
+1,012
+13% +$45.8K 0.16% 142
2025
Q1 		$278K Sell
7,653
-3,285
-30% -$145K 0.11% 175
2024
Q4 		$494K Buy
10,938
+516
+5% +$23.2K 0.16% 138
2024
Q3 		$410K Sell
10,422
-228
-2% -$8.16K 0.12% 167
2024
Q2 		$383K Buy
10,650
+1,034
+11% +$34.7K 0.12% 166
2024
Q1 		$309K Buy
9,616
+1,945
+25% +$60.3K 0.12% 165
2023
Q4 		$210K Buy
+7,671
New +$180K 0.08% 200

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