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Rothschild Investment LLC’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Rothschild Investment LLC’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 		$27K Hold
432
– – ﹤0.01% 1447
2026
Q1 		$21.5K Hold
432
– – ﹤0.01% 1393
2025
Q4 		$24.6K Buy
432
+82
+23% +$5.29K ﹤0.01% 1246
2025
Q3 		$23.5K Hold
350
– – ﹤0.01% 1195
2025
Q2 		$20K Hold
350
– – ﹤0.01% 1020
2025
Q1 		$12.9K Hold
350
– – ﹤0.01% 1113
2024
Q4 		$15.1K Sell
350
-85
-20% -$3.82K ﹤0.01% 1070
2024
Q3 		$16.3K Hold
435
– – ﹤0.01% 1046
2024
Q2 		$15.4K Sell
435
-1,915
-81% -$64.3K ﹤0.01% 1029
2024
Q1 		$85.6K Sell
2,350
-498
-17% -$15.4K 0.01% 622
2023
Q4 		$85K Buy
+2,848
New +$67K 0.01% 565

Other funds holding BLOK

CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $617B AUM 30.33% 1-Year Est. Return
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

Rothschild Investment LLC's BLOK Position: Q2 2026 in Review

Rothschild Investment LLC held its Amplify Blockchain Technology ETF (BLOK) position steady in Q2 2026 at 432 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

Rothschild Investment LLC first reported a position in BLOK in Q4 2023 and has held it in 11 quarters since. The position peaked at $85.6K in Q1 2024. 274 funds tracked by Wall St. Rank hold BLOK as of Q2 2026.

  • Rothschild Investment LLC held 432 shares of Amplify Blockchain Technology ETF worth $27K as of Q2 2026.
  • Rothschild Investment LLC left its Amplify Blockchain Technology ETF share count unchanged in Q2 2026.
  • Amplify Blockchain Technology ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1447 holding.
  • Rothschild Investment LLC first reported a position in Amplify Blockchain Technology ETF in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's Amplify Blockchain Technology ETF position peaked at $85.6K in Q1 2024.
  • 274 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.