SF
BLOK icon

Summit Financial’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Summit Financial’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 		$1.16M Buy
18,468
+2,616
+17% +$161K 0.01% 799
2026
Q1 		$790K Buy
+15,852
New +$892K 0.01% 859

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

Summit Financial's BLOK Position: Q2 2026 in Review

Summit Financial increased its Amplify Blockchain Technology ETF (BLOK) stake by 17% in Q2 2026, buying an estimated $161K and bringing the position to 18,468 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #799.

Summit Financial first reported a position in BLOK in Q1 2026 and has held it in 2 quarters since. 274 funds tracked by Wall St. Rank hold BLOK as of Q2 2026.

  • Summit Financial held 18,468 shares of Amplify Blockchain Technology ETF worth $1.16M as of Q2 2026.
  • Summit Financial bought 2,616 Amplify Blockchain Technology ETF shares in Q2 2026, an estimated $161K.
  • Amplify Blockchain Technology ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #799 holding.
  • Summit Financial first reported a position in Amplify Blockchain Technology ETF in Q1 2026 and has held it in 2 quarters since.
  • 274 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.