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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
Q2 		– Sell
-49
Closed -$2.44K – 774
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

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GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM

Root Financial Partners's BLOK Position: Q2 2026 in Review

Root Financial Partners sold out of Amplify Blockchain Technology ETF (BLOK) in Q2 2026, closing a stake of 49 shares — an estimated $2.44K sold.

Root Financial Partners first reported a position in BLOK in Q3 2025 and held it in 3 quarters. The position peaked at $6.88K in Q3 2025. 274 funds tracked by Wall St. Rank hold BLOK as of Q2 2026.

  • Root Financial Partners reported no remaining Amplify Blockchain Technology ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 49 Amplify Blockchain Technology ETF shares in Q2 2026, an estimated $2.44K.
  • Root Financial Partners first reported a position in Amplify Blockchain Technology ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Amplify Blockchain Technology ETF position peaked at $6.88K in Q3 2025.
  • 274 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.