Root Financial Partners
BLOK icon

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
Q3 		$4.71K Buy
+77
New +$4.77K ﹤0.01% 2257
2026
Q2 		– Sell
-49
Closed -$2.44K – 774
2026
Q1 		$2.44K Hold
49
– – ﹤0.01% 2228
2025
Q4 		$2.78K Sell
49
-54
-52% -$3.49K ﹤0.01% 1922
2025
Q3 		$6.88K Buy
+103
New +$6.24K ﹤0.01% 1595

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Gradient Investments
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HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Thryve Wealth Management
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
Carter Financial Group
Carter Financial Group Barrington, Illinois $196M AUM 20.26% 1-Year Est. Return
Q3 Asset Management
Q3 Asset Management Birmingham, Michigan $553M AUM 20.11% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $4.12B AUM 34.04% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Root Financial Partners's BLOK Position: Q3 2026 in Review

Root Financial Partners opened a new position in Amplify Blockchain Technology ETF (BLOK) in Q3 2026: 77 shares worth $4.71K. The stake represents ﹤0.01% of the portfolio and ranks #2257 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BLOK as recently as Q1 2026.

Root Financial Partners first reported a position in BLOK in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.88K in Q3 2025. 243 funds tracked by Wall St. Rank hold BLOK as of Q3 2026.

  • Root Financial Partners held 77 shares of Amplify Blockchain Technology ETF worth $4.71K as of Q3 2026.
  • Amplify Blockchain Technology ETF was a new Root Financial Partners position in Q3 2026.
  • Amplify Blockchain Technology ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2257 holding.
  • Root Financial Partners first reported a position in Amplify Blockchain Technology ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Amplify Blockchain Technology ETF position peaked at $6.88K in Q3 2025.
  • 243 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.