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

Synergy 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
Q2 		– Sell
-451
Closed -$22.5K – 1096
2026
Q1 		$22.5K Buy
+451
New +$25.4K 0.01% 384
2025
Q2 		– Sell
-1,093
Closed -$40.3K – 126
2025
Q1 		$40.3K Sell
1,093
-1
-0.1% -$44 0.02% 252
2024
Q4 		$47.2K Buy
+1,094
New +$49.2K 0.02% 248

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

Synergy Investment Management's BLOK Position: Q2 2026 in Review

Synergy Investment Management sold out of Amplify Blockchain Technology ETF (BLOK) in Q2 2026, closing a stake of 451 shares — an estimated $22.5K sold.

Synergy Investment Management first reported a position in BLOK in Q4 2024 and held it in 3 quarters. The position peaked at $47.2K in Q4 2024. 274 funds tracked by Wall St. Rank hold BLOK as of Q2 2026.

  • Synergy Investment Management reported no remaining Amplify Blockchain Technology ETF position as of Q2 2026 after selling out during the quarter.
  • Synergy Investment Management sold 451 Amplify Blockchain Technology ETF shares in Q2 2026, an estimated $22.5K.
  • Synergy Investment Management first reported a position in Amplify Blockchain Technology ETF in Q4 2024 and held it in 3 quarters.
  • Synergy Investment Management's Amplify Blockchain Technology ETF position peaked at $47.2K in Q4 2024.
  • 274 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.