Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Amplify Transformational Data Sharing ETF(BLOK)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BLOK
10/27/2026: BLOK (1-star) is currently NOT-A-BUY. Pass it for now.
The Amplify Transformational Data Sharing ETF (BLOK) offers actively managed exposure to companies building the blockchain ecosystem, including crypto miners and infrastructure providers. Its primary strengths are its depth of expertise in the niche sector and strong liquidity relative to peers. It serves as a high-growth, high-volatility satellite position for a diversified portfolio. Investors should be aware of significant risks, including extreme price sensitivity to the crypto market and regulatory uncertainty. It is best suited for aggressive investors who are comfortable with substantial price swings and long-term thematic volatility.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | It provides concentrated exposure to the high-growth potential of the blockchain and digital asset sector. |
| Momentum investor | Strong fit while signal remains positive | The fund's performance often trends strongly with the broader cryptocurrency market cycle. |
| Value investor | Weak fit | The underlying assets are typically high-multiple, speculative growth companies rather than traditional value stocks. |
| Dividend/Income investor | Weak fit | This fund focuses on capital appreciation and provides little to no meaningful dividend income. |
| Low-risk investor | Weak fit | The extreme volatility associated with the blockchain sector makes it unsuitable for risk-averse investors. |
Investor Profile
Ideal Investor Profile
The ideal investor is an aggressive growth seeker with a high risk tolerance who believes in the long-term potential of blockchain infrastructure but prefers to avoid the operational complexities of holding digital assets directly.
Suitability
BLOK is primarily designed for long-term growth-oriented investors and is generally not suited for passive income seekers or those requiring low-volatility capital preservation.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The underlying assets are subject to extreme price swings driven by speculative market sentiment. |
| Market risk | High | The fund is highly sensitive to macroeconomic conditions and the regulatory environment for digital assets. |
| Concentration | Medium / high | Exposure is limited to a specific niche, reducing diversification relative to a total market index. |
| Tracking/expense | Medium | The active management fee is higher than passive index-based technology ETFs. |
| Liquidity | Medium | While the ETF itself is liquid, some of its smaller underlying holdings may experience liquidity constraints during market stress. |
| Business/sector quality | High | Many companies in this sector are in early development stages and face significant business model uncertainty. |
Risk Analysis
Volatility
BLOK exhibits significantly higher historical volatility than the broader equity market, reflecting the speculative nature of its constituent companies.
Market Risk
The fund carries high market risk as its performance is inextricably linked to cryptocurrency prices and general sentiment toward disruptive technology.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Single stock | MicroStrategy Inc (MSTR) | 15 | Provides significant exposure to Bitcoin via corporate treasury holdings. |
| Single stock | Coinbase Global Inc (COIN) | 12 | Offers exposure to the infrastructure and trading side of the digital asset economy. |
| Single stock | Galaxy Digital Holdings (GLXY) | 8 | Provides exposure to diversified financial services in the blockchain and crypto sector. |
| Sector | Blockchain Mining & Infrastructure | 45 | Captures the hardware and operational backbone of the crypto mining industry. |
| Cash/collateral | Cash and Cash Equivalents | 20 | Provides liquidity for active management adjustments and portfolio rebalancing. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type ETF | Historic Profit 45.37% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/27/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.