TF
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Trek Financial’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Trek 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
2025
Q4 		– Sell
-4,327
Closed -$290K – 456
2025
Q3 		$290K Buy
+4,327
New +$262K 0.02% 358

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LPL Financial
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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
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 22.96% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM
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

Trek Financial's BLOK Position: Q4 2025 in Review

Trek Financial sold out of Amplify Blockchain Technology ETF (BLOK) in Q4 2025, closing a stake of 4,327 shares — an estimated $290K sold.

Trek Financial first reported a position in BLOK in Q3 2025 and held it in 1 quarter. The position peaked at $290K in Q3 2025. 252 funds tracked by Wall St. Rank hold BLOK as of Q4 2025.

  • Trek Financial reported no remaining Amplify Blockchain Technology ETF position as of Q4 2025 after selling out during the quarter.
  • Trek Financial sold 4,327 Amplify Blockchain Technology ETF shares in Q4 2025, an estimated $290K.
  • Trek Financial first reported a position in Amplify Blockchain Technology ETF in Q3 2025 and held it in 1 quarter.
  • Trek Financial's Amplify Blockchain Technology ETF position peaked at $290K in Q3 2025.
  • 252 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2025.

Based on Trek Financial's 13F filing for Q4 2025, filed 4 Feb 2026.