Activest Wealth Management’s Amplify BlueStar Israel Technology ETF ITEQ Stock Holding History

Activest Wealth Management’s Portfolio ITEQ Stock Details ITEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-381	Closed	-$25.3K	–	1215
2026 Q2	$25.3K	Hold	381	–	–	﹤0.01%	395
2026 Q1	$21.9K	Hold	381	–	–	﹤0.01%	503
2025 Q4	$22.1K	Buy	381 +3	+0.8%	+$173	﹤0.01%	484
2025 Q3	$22.2K	Hold	378	–	–	﹤0.01%	365
2025 Q2	$21.4K	Hold	378	–	–	0.01%	312
2025 Q1	$18.5K	Hold	378	–	–	0.01%	301
2024 Q4	$19.5K	Hold	378	–	–	0.01%	253
2024 Q3	$18.1K	Hold	378	–	–	0.01%	257
2024 Q2	$17.3K	Hold	378	–	–	0.01%	247
2024 Q1	$18.2K	Hold	378	–	–	0.01%	179
2023 Q4	$17.4K	Hold	378	–	–	0.01%	158
2023 Q3	$15.6K	Buy	+378	New	+$16.9K	0.01%	148
2023 Q2	–	Sell	-1,275	Closed	-$57.5K	–	349
2023 Q1	$57.5K	Sell	1,275 -498	-28%	-$23K	0.04%	79
2022 Q4	$78K	Hold	1,773	–	–	0.02%	154
2022 Q3	$78K	Buy	1,773 +498	+39%	+$24K	0.03%	154
2022 Q2	$58K	Hold	1,275	–	–	0.04%	87
2022 Q1	$71K	Buy	1,275 +897	+237%	+$49.5K	0.05%	81
2021 Q4	$24K	Hold	378	–	–	0.01%	151
2021 Q3	$25K	Hold	378	–	–	0.02%	159
2021 Q2	$26K	Buy	+378	New	+$25.3K	0.02%	131

Other funds holding ITEQ

Certuity North Palm Beach, Florida $2.13B AUM 70.4% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Glass Jacobson Investment Advisors Owings Mills, Maryland $326M AUM 13.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return

Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Activest Wealth Management's ITEQ Position: Q3 2026 in Review

Activest Wealth Management sold out of Amplify BlueStar Israel Technology ETF (ITEQ) in Q3 2026, closing a stake of 381 shares — an estimated $25.3K sold.

Activest Wealth Management first reported a position in ITEQ in Q2 2021 and held it in 20 quarters. The position peaked at $78K in Q4 2022. 15 funds tracked by Wall St. Rank hold ITEQ as of Q3 2026.

Activest Wealth Management reported no remaining Amplify BlueStar Israel Technology ETF position as of Q3 2026 after selling out during the quarter.
Activest Wealth Management sold 381 Amplify BlueStar Israel Technology ETF shares in Q3 2026, an estimated $25.3K.
Activest Wealth Management first reported a position in Amplify BlueStar Israel Technology ETF in Q2 2021 and held it in 20 quarters.
Activest Wealth Management's Amplify BlueStar Israel Technology ETF position peaked at $78K in Q4 2022.
15 funds tracked by Wall St. Rank held Amplify BlueStar Israel Technology ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.