Wealth Enhancement Advisory Services
BLOK icon

Wealth Enhancement Advisory Services’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Wealth Enhancement Advisory Services’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 		$755K Sell
15,020
-15,418
-51% -$868K ﹤0.01% 2000
2025
Q4 		$1.9M Buy
30,438
+109
+0.4% +$7.04K ﹤0.01% 1545
2025
Q3 		$2.18M Buy
30,329
+2,130
+8% +$129K ﹤0.01% 1384
2025
Q2 		$1.67M Sell
28,199
-9,196
-25% -$416K ﹤0.01% 1457
2025
Q1 		$1.38M Sell
37,395
-17,632
-32% -$777K ﹤0.01% 1441
2024
Q4 		$2.38M Buy
55,027
+15,036
+38% +$676K ﹤0.01% 1094
2024
Q3 		$1.5M Buy
39,991
+13,593
+51% +$487K ﹤0.01% 1196
2024
Q2 		$936K Sell
26,398
-1,489
-5% -$50K ﹤0.01% 1310
2024
Q1 		$1.02M Sell
27,887
-829
-3% -$25.7K ﹤0.01% 1229
2023
Q4 		$857K Buy
28,716
+1,203
+4% +$28.3K ﹤0.01% 1235
2023
Q3 		$548K Buy
+27,513
New +$631K ﹤0.01% 1377

Other funds holding BLOK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $501B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $150M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CFG
Carter Financial Group Barrington, Illinois $162M AUM 21.13% 1-Year Est. Return