Safe Harbor Wealth Advisors’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Safe Harbor Wealth Advisors’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
2025 Q4	$436K	Buy	+8,286	New	+$535K	0.42%	45

Other funds holding BLOK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWM

Thryve Wealth Management Irving, Texas $179M AUM

CFG

Carter Financial Group Barrington, Illinois $193M AUM 29.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Safe Harbor Wealth Advisors's BLOK Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Amplify Blockchain Technology ETF (BLOK) in Q4 2025: 8,286 shares worth $436K. The stake represents 0.42% of the portfolio and ranks #45 among its holdings.

252 funds tracked by Wall St. Rank hold BLOK as of Q4 2025.

Safe Harbor Wealth Advisors held 8,286 shares of Amplify Blockchain Technology ETF worth $436K as of Q4 2025.
Amplify Blockchain Technology ETF was a new Safe Harbor Wealth Advisors position in Q4 2025.
Amplify Blockchain Technology ETF made up 0.42% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #45 holding.
252 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.