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Windsor Advisory Group’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Windsor Advisory Group’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
-7,490
Closed -$426K – 89
2025
Q4 		$426K Hold
7,490
– – 0.38% 38
2025
Q3 		$502K Buy
+7,490
New +$454K 0.44% 36

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 $377B 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 $530B 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 $570B AUM 27.57% 1-Year Est. Return
CFG
Carter Financial Group Barrington, Illinois $162M AUM 21.13% 1-Year Est. Return

Windsor Advisory Group's BLOK Position: Q1 2026 in Review

Windsor Advisory Group sold out of Amplify Blockchain Technology ETF (BLOK) in Q1 2026, closing a stake of 7,490 shares — an estimated $426K sold.

Windsor Advisory Group first reported a position in BLOK in Q3 2025 and held it in 2 quarters. The position peaked at $502K in Q3 2025. 249 funds tracked by Wall St. Rank hold BLOK as of Q1 2026.

  • Windsor Advisory Group reported no remaining Amplify Blockchain Technology ETF position as of Q1 2026 after selling out during the quarter.
  • Windsor Advisory Group sold 7,490 Amplify Blockchain Technology ETF shares in Q1 2026, an estimated $426K.
  • Windsor Advisory Group first reported a position in Amplify Blockchain Technology ETF in Q3 2025 and held it in 2 quarters.
  • Windsor Advisory Group's Amplify Blockchain Technology ETF position peaked at $502K in Q3 2025.
  • 249 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q1 2026.

Based on Windsor Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.