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 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 $7B AUM 14.85% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

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

TWM

Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return

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. 275 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.
275 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.