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WealthShield Partners’s Amplify Blockchain Technology ETF BLOK Stock Holding History

WealthShield 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
2025
Q2 		– Sell
-500
Closed -$18.4K – 558
2025
Q1 		$18.4K Buy
+500
New +$22K ﹤0.01% 460
2023
Q3 		– Sell
-500
Closed -$11.4K – 480
2023
Q2 		$11.4K Hold
500
– – ﹤0.01% 440
2023
Q1 		$9.68K Buy
+500
New +$9.08K ﹤0.01% 441

Other funds holding BLOK

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CFG
Carter Financial Group Barrington, Illinois $162M AUM 21.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

WealthShield Partners's BLOK Position: Q2 2025 in Review

WealthShield Partners sold out of Amplify Blockchain Technology ETF (BLOK) in Q2 2025, closing a stake of 500 shares — an estimated $18.4K sold.

WealthShield Partners first reported a position in BLOK in Q1 2023 and held it in 3 quarters. The position peaked at $18.4K in Q1 2025. 216 funds tracked by Wall St. Rank hold BLOK as of Q2 2025.

  • WealthShield Partners reported no remaining Amplify Blockchain Technology ETF position as of Q2 2025 after selling out during the quarter.
  • WealthShield Partners sold 500 Amplify Blockchain Technology ETF shares in Q2 2025, an estimated $18.4K.
  • WealthShield Partners first reported a position in Amplify Blockchain Technology ETF in Q1 2023 and held it in 3 quarters.
  • WealthShield Partners's Amplify Blockchain Technology ETF position peaked at $18.4K in Q1 2025.
  • 216 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q2 2025.

Based on WealthShield Partners's 13F filing for Q2 2025, filed 8 Aug 2025.