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Strategic Financial Concepts’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Strategic Financial Concepts’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
Q2 		– Sell
-6,178
Closed -$228K – 287
2025
Q1 		$228K Sell
6,178
-35
-0.6% -$1.54K 0.04% 292
2024
Q4 		$268K Buy
+6,213
New +$279K 0.05% 262
2024
Q3 		– Sell
-18,488
Closed -$212K – 300
2024
Q2 		$212K Buy
18,488
+11,633
+170% +$390K 0.12% 117
2024
Q1 		$250K Buy
+6,855
New +$213K 0.06% 259

Other funds holding BLOK

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CFG
Carter Financial Group Barrington, Illinois $193M AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strategic Financial Concepts's BLOK Position: Q2 2025 in Review

Strategic Financial Concepts sold out of Amplify Blockchain Technology ETF (BLOK) in Q2 2025, closing a stake of 6,178 shares — an estimated $228K sold.

Strategic Financial Concepts first reported a position in BLOK in Q1 2024 and held it in 4 quarters. The position peaked at $268K in Q4 2024. 218 funds tracked by Wall St. Rank hold BLOK as of Q2 2025.

  • Strategic Financial Concepts reported no remaining Amplify Blockchain Technology ETF position as of Q2 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 6,178 Amplify Blockchain Technology ETF shares in Q2 2025, an estimated $228K.
  • Strategic Financial Concepts first reported a position in Amplify Blockchain Technology ETF in Q1 2024 and held it in 4 quarters.
  • Strategic Financial Concepts's Amplify Blockchain Technology ETF position peaked at $268K in Q4 2024.
  • 218 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2025.

Based on Strategic Financial Concepts's 13F filing for Q2 2025, filed 5 Aug 2025.