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Synergy Asset Management’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Synergy Asset 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
2025
Q4 		– Sell
-19,240
Closed -$1.29M – 234
2025
Q3 		$1.29M Buy
+19,240
New +$1.17M 0.05% 158

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GI
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
CFG
Carter Financial Group Barrington, Illinois $193M AUM 29.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Synergy Asset Management's BLOK Position: Q4 2025 in Review

Synergy Asset Management sold out of Amplify Blockchain Technology ETF (BLOK) in Q4 2025, closing a stake of 19,240 shares — an estimated $1.29M sold.

Synergy Asset Management first reported a position in BLOK in Q3 2025 and held it in 1 quarter. The position peaked at $1.29M in Q3 2025. 253 funds tracked by Wall St. Rank hold BLOK as of Q4 2025.

  • Synergy Asset Management reported no remaining Amplify Blockchain Technology ETF position as of Q4 2025 after selling out during the quarter.
  • Synergy Asset Management sold 19,240 Amplify Blockchain Technology ETF shares in Q4 2025, an estimated $1.29M.
  • Synergy Asset Management first reported a position in Amplify Blockchain Technology ETF in Q3 2025 and held it in 1 quarter.
  • Synergy Asset Management's Amplify Blockchain Technology ETF position peaked at $1.29M in Q3 2025.
  • 253 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2025.

Based on Synergy Asset Management's 13F filing for Q4 2025, filed 13 Jan 2026.