Stegent Equity Advisors’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Stegent Equity 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 Q1	–	Sell	-6,393	Closed	-$364K	–	105
2025 Q4	$364K	Sell	6,393 -7,530	-54%	-$486K	0.28%	86
2025 Q3	$933K	Sell	13,923 -921	-6%	-$55.8K	0.76%	41
2025 Q2	$848K	Sell	14,844 -371	-2%	-$16.8K	0.75%	36
2025 Q1	$561K	Buy	+15,215	New	+$670K	0.57%	54
2022 Q1	–	Sell	-26,939	Closed	-$1.09M	–	96
2021 Q4	$1.09M	Buy	+26,939	New	+$1.4M	0.88%	41

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

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

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

TWM

Thryve Wealth Management Irving, Texas $179M AUM

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

CFG

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

Stegent Equity Advisors's BLOK Position: Q1 2026 in Review

Stegent Equity Advisors sold out of Amplify Blockchain Technology ETF (BLOK) in Q1 2026, closing a stake of 6,393 shares — an estimated $364K sold.

Stegent Equity Advisors first reported a position in BLOK in Q4 2021 and held it in 5 quarters. The position peaked at $1.09M in Q4 2021. 251 funds tracked by Wall St. Rank hold BLOK as of Q1 2026.

Stegent Equity Advisors reported no remaining Amplify Blockchain Technology ETF position as of Q1 2026 after selling out during the quarter.
Stegent Equity Advisors sold 6,393 Amplify Blockchain Technology ETF shares in Q1 2026, an estimated $364K.
Stegent Equity Advisors first reported a position in Amplify Blockchain Technology ETF in Q4 2021 and held it in 5 quarters.
Stegent Equity Advisors's Amplify Blockchain Technology ETF position peaked at $1.09M in Q4 2021.
251 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q1 2026.

Based on Stegent Equity Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.