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BOLTON SECURITIES CORPORATION’s Amplify Blockchain Technology ETF BLOK Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$301K Sell
4,920
-460
-9% -$28.5K 0.01% 750
2026
Q2 		$337K Sell
5,380
-1,200
-18% -$74.1K 0.01% 719
2026
Q1 		$328K Buy
+6,580
New +$370K 0.02% 658
2025
Q3 		$441K Buy
+6,580
New +$399K 0.02% 544
2025
Q1 		$243K Buy
+6,580
New +$290K 0.01% 648

Other funds holding BLOK

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Thryve Wealth Management
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
Carter Financial Group
Carter Financial Group Barrington, Illinois $196M AUM 20.26% 1-Year Est. Return
Q3 Asset Management
Q3 Asset Management Birmingham, Michigan $553M AUM 20.11% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Riggs Asset Management
Riggs Asset Management Dallas, Pennsylvania $541M AUM 40.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Gerber LLC
Gerber LLC Columbus, Ohio $220M AUM 16.73% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's BLOK Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Amplify Blockchain Technology ETF (BLOK) stake by 8.6% in Q3 2026, selling an estimated $28.5K and leaving 4,920 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #750.

BOLTON SECURITIES CORPORATION first reported a position in BLOK in Q1 2025 and has held it in 5 quarters since. The position peaked at $441K in Q3 2025. 205 funds tracked by Wall St. Rank hold BLOK as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 4,920 shares of Amplify Blockchain Technology ETF worth $301K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 460 Amplify Blockchain Technology ETF shares in Q3 2026, an estimated $28.5K.
  • Amplify Blockchain Technology ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #750 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Amplify Blockchain Technology ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Amplify Blockchain Technology ETF position peaked at $441K in Q3 2025.
  • 205 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.