RIL
BLOK icon

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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $501B 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 $528B AUM 27.57% 1-Year Est. Return
CFG
Carter Financial Group Barrington, Illinois $162M AUM 21.13% 1-Year Est. Return