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

SFMG 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
2026
Q2 		$271K Hold
4,328
– – 0.02% 267
2026
Q1 		$216K Hold
4,328
– – 0.01% 284
2025
Q4 		$246K Buy
4,328
+4
+0.1% +$258 0.02% 267
2025
Q3 		$290K Sell
4,324
-326
-7% -$19.7K 0.02% 234
2025
Q2 		$266K Buy
+4,650
New +$210K 0.02% 223
2025
Q1 		– Sell
-7,736
Closed -$334K – 285
2024
Q4 		$334K Sell
7,736
-2,033
-21% -$91.4K 0.03% 189
2024
Q3 		$367K Sell
9,769
-48,274
-83% -$1.73M 0.03% 181
2024
Q2 		$2.06M Sell
58,043
-4,009
-6% -$135K 0.18% 62
2024
Q1 		$2.26M Buy
62,052
+83
+0.1% +$2.57K 0.19% 63
2023
Q4 		$1.85M Buy
61,969
+831
+1% +$19.5K 0.17% 72
2023
Q3 		$1.22M Buy
61,138
+1,595
+3% +$36.6K 0.13% 78
2023
Q2 		$1.35M Buy
59,543
+2,601
+5% +$52.3K 0.14% 78
2023
Q1 		$1.1M Buy
56,942
+8,751
+18% +$159K 0.12% 83
2022
Q4 		$729K Sell
48,191
-2,815
-6% -$48.4K 0.08% 107
2022
Q3 		$933K Buy
51,006
+8,323
+19% +$175K 0.11% 91
2022
Q2 		$774K Buy
42,683
+3,856
+10% +$94.3K 0.09% 96
2022
Q1 		$1.33M Buy
38,827
+7,309
+23% +$247K 0.13% 84
2021
Q4 		$1.27M Buy
31,518
+13,372
+74% +$696K 0.12% 86
2021
Q3 		$810K Buy
+18,146
New +$851K 0.09% 103

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

SFMG Wealth Advisors's BLOK Position: Q2 2026 in Review

SFMG Wealth Advisors held its Amplify Blockchain Technology ETF (BLOK) position steady in Q2 2026 at 4,328 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #267.

SFMG Wealth Advisors first reported a position in BLOK in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.26M in Q1 2024. 274 funds tracked by Wall St. Rank hold BLOK as of Q2 2026.

  • SFMG Wealth Advisors held 4,328 shares of Amplify Blockchain Technology ETF worth $271K as of Q2 2026.
  • SFMG Wealth Advisors left its Amplify Blockchain Technology ETF share count unchanged in Q2 2026.
  • Amplify Blockchain Technology ETF made up 0.02% of SFMG Wealth Advisors's portfolio in Q2 2026, its #267 holding.
  • SFMG Wealth Advisors first reported a position in Amplify Blockchain Technology ETF in Q3 2021 and has held it in 19 quarters since.
  • SFMG Wealth Advisors's Amplify Blockchain Technology ETF position peaked at $2.26M in Q1 2024.
  • 274 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.