SIM
BLOK icon

Sims Investment Management’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Sims Investment Management’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
Q3 		– Sell
-16
Closed -$1K – 54
2026
Q2 		$1K Buy
+16
New +$987 ﹤0.01% 157

Other funds holding BLOK

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
EA
Emerald Advisors Bellevue, Washington $781M AUM 4.78% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sims Investment Management's BLOK Position: Q3 2026 in Review

Sims Investment Management sold out of Amplify Blockchain Technology ETF (BLOK) in Q3 2026, closing a stake of 16 shares — an estimated $1K sold.

Sims Investment Management first reported a position in BLOK in Q2 2026 and held it in 1 quarter. The position peaked at $1K in Q2 2026. 23 funds tracked by Wall St. Rank hold BLOK as of Q3 2026.

  • Sims Investment Management reported no remaining Amplify Blockchain Technology ETF position as of Q3 2026 after selling out during the quarter.
  • Sims Investment Management sold 16 Amplify Blockchain Technology ETF shares in Q3 2026, an estimated $1K.
  • Sims Investment Management first reported a position in Amplify Blockchain Technology ETF in Q2 2026 and held it in 1 quarter.
  • Sims Investment Management's Amplify Blockchain Technology ETF position peaked at $1K in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.