Venturi Wealth Management’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Venturi Wealth 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	$225K	Buy	+3,600	New	+$222K	0.01%	577
2026 Q1	–	Sell	-3,600	Closed	-$205K	–	609
2025 Q4	$205K	Hold	3,600	–	–	0.01%	555
2025 Q3	$241K	Hold	3,600	–	–	0.01%	494
2025 Q2	$206K	Buy	+3,600	New	+$163K	0.01%	517
2025 Q1	–	Sell	-3,747	Closed	-$162K	–	725
2024 Q4	$162K	Buy	3,747 +3,600	+2,449%	+$162K	0.01%	602
2024 Q3	$5.52K	Hold	147	–	–	﹤0.01%	1367
2024 Q2	$5.21K	Hold	147	–	–	﹤0.01%	1229
2024 Q1	$5.36K	Hold	147	–	–	﹤0.01%	1071
2023 Q4	$4.39K	Hold	147	–	–	﹤0.01%	1057
2023 Q3	$2.93K	Hold	147	–	–	﹤0.01%	1093
2023 Q2	$3.35K	Sell	147 -42	-22%	-$844	﹤0.01%	820
2023 Q1	$3.66K	Buy	+189	New	+$3.43K	﹤0.01%	887

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 $7.25B AUM 20.71% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Venturi Wealth Management's BLOK Position: Q2 2026 in Review

Venturi Wealth Management opened a new position in Amplify Blockchain Technology ETF (BLOK) in Q2 2026: 3,600 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #577 among its holdings. This is a return to the name: Venturi Wealth Management previously reported a position in BLOK as recently as Q4 2025.

Venturi Wealth Management first reported a position in BLOK in Q1 2023 and has held it in 12 quarters since. The position peaked at $241K in Q3 2025. 274 funds tracked by Wall St. Rank hold BLOK as of Q2 2026.

Venturi Wealth Management held 3,600 shares of Amplify Blockchain Technology ETF worth $225K as of Q2 2026.
Amplify Blockchain Technology ETF was a new Venturi Wealth Management position in Q2 2026.
Amplify Blockchain Technology ETF made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #577 holding.
Venturi Wealth Management first reported a position in Amplify Blockchain Technology ETF in Q1 2023 and has held it in 12 quarters since.
Venturi Wealth Management's Amplify Blockchain Technology ETF position peaked at $241K in Q3 2025.
274 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.