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 Q2	$608K	Sell	9,996 -68	-0.7%	-$4.2K	0.15%	158
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

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 22.96% 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

Roman Butler Fullerton & Co's BLOK Position: Q2 2026 in Review

Roman Butler Fullerton & Co reduced its Amplify Blockchain Technology ETF (BLOK) stake by 0.68% in Q2 2026, selling an estimated $4.2K and leaving 9,996 shares worth $608K. The position accounts for 0.15% of the portfolio, ranked #158.

Roman Butler Fullerton & Co first reported a position in BLOK in Q4 2023 and has held it in 11 quarters since. The position peaked at $782K in Q3 2025. 274 funds tracked by Wall St. Rank hold BLOK as of Q2 2026.

Roman Butler Fullerton & Co held 9,996 shares of Amplify Blockchain Technology ETF worth $608K as of Q2 2026.
Roman Butler Fullerton & Co sold 68 Amplify Blockchain Technology ETF shares in Q2 2026, an estimated $4.2K.
Amplify Blockchain Technology ETF made up 0.15% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #158 holding.
Roman Butler Fullerton & Co first reported a position in Amplify Blockchain Technology ETF in Q4 2023 and has held it in 11 quarters since.
Roman Butler Fullerton & Co's Amplify Blockchain Technology ETF position peaked at $782K in Q3 2025.
274 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.