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Vertex Planning Partners’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Vertex Planning Partners’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
Q1 		– Sell
-4,000
Closed -$228K – 137
2025
Q4 		$228K Hold
4,000
– – 0.05% 119
2025
Q3 		$268K Hold
4,000
– – 0.05% 176
2025
Q2 		$228K Buy
+4,000
New +$181K 0.05% 171

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CFG
Carter Financial Group Barrington, Illinois $193M AUM 29.2% 1-Year Est. Return

Vertex Planning Partners's BLOK Position: Q1 2026 in Review

Vertex Planning Partners sold out of Amplify Blockchain Technology ETF (BLOK) in Q1 2026, closing a stake of 4,000 shares — an estimated $228K sold.

Vertex Planning Partners first reported a position in BLOK in Q2 2025 and held it in 3 quarters. The position peaked at $268K in Q3 2025. 251 funds tracked by Wall St. Rank hold BLOK as of Q1 2026.

  • Vertex Planning Partners reported no remaining Amplify Blockchain Technology ETF position as of Q1 2026 after selling out during the quarter.
  • Vertex Planning Partners sold 4,000 Amplify Blockchain Technology ETF shares in Q1 2026, an estimated $228K.
  • Vertex Planning Partners first reported a position in Amplify Blockchain Technology ETF in Q2 2025 and held it in 3 quarters.
  • Vertex Planning Partners's Amplify Blockchain Technology ETF position peaked at $268K in Q3 2025.
  • 251 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.