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WealthPlan Investment Management’s Amplify Blockchain Technology ETF BLOK Stock Holding History

WealthPlan 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 		$1.08M Buy
17,310
+3,178
+22% +$196K 0.05% 225
2026
Q1 		$704K Buy
+14,132
New +$796K 0.04% 254

Other funds holding BLOK

CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM

WealthPlan Investment Management's BLOK Position: Q2 2026 in Review

WealthPlan Investment Management increased its Amplify Blockchain Technology ETF (BLOK) stake by 22% in Q2 2026, buying an estimated $196K and bringing the position to 17,310 shares worth $1.08M. The position accounts for 0.05% of the portfolio, ranked #225.

WealthPlan Investment Management first reported a position in BLOK in Q1 2026 and has held it in 2 quarters since. 274 funds tracked by Wall St. Rank hold BLOK as of Q2 2026.

  • WealthPlan Investment Management held 17,310 shares of Amplify Blockchain Technology ETF worth $1.08M as of Q2 2026.
  • WealthPlan Investment Management bought 3,178 Amplify Blockchain Technology ETF shares in Q2 2026, an estimated $196K.
  • Amplify Blockchain Technology ETF made up 0.05% of WealthPlan Investment Management's portfolio in Q2 2026, its #225 holding.
  • WealthPlan Investment Management first reported a position in Amplify Blockchain Technology ETF in Q1 2026 and has held it in 2 quarters since.
  • 274 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.