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Root Financial Partners’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Root Financial Partners’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 		$2.44K Hold
49
– – ﹤0.01% 2228
2025
Q4 		$2.79K Sell
49
-54
-52% -$3.49K ﹤0.01% 1922
2025
Q3 		$6.88K Buy
+103
New +$6.24K ﹤0.01% 1595

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 $377B 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 $530B 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 $570B AUM 27.57% 1-Year Est. Return
CFG
Carter Financial Group Barrington, Illinois $162M AUM 21.13% 1-Year Est. Return

Root Financial Partners's BLOK Position: Q1 2026 in Review

Root Financial Partners held its Amplify Blockchain Technology ETF (BLOK) position steady in Q1 2026 at 49 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #2228.

Root Financial Partners first reported a position in BLOK in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.88K in Q3 2025. 249 funds tracked by Wall St. Rank hold BLOK as of Q1 2026.

  • Root Financial Partners held 49 shares of Amplify Blockchain Technology ETF worth $2.44K as of Q1 2026.
  • Root Financial Partners left its Amplify Blockchain Technology ETF share count unchanged in Q1 2026.
  • Amplify Blockchain Technology ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2228 holding.
  • Root Financial Partners first reported a position in Amplify Blockchain Technology ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Amplify Blockchain Technology ETF position peaked at $6.88K in Q3 2025.
  • 249 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.