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Aveo Capital Partners’s Amplify BlueStar Israel Technology ETF ITEQ Stock Holding History

Aveo Capital Partners’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
2024
Q2 		– Sell
-4,984
Closed -$220K – 346
2024
Q1 		$220K Buy
+4,984
New +$233K 0.02% 337

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Citadel Advisors
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UBS Group
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Pathstone Holdings
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RW
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Aveo Capital Partners's ITEQ Position: Q2 2024 in Review

Aveo Capital Partners sold out of Amplify BlueStar Israel Technology ETF (ITEQ) in Q2 2024, closing a stake of 4,984 shares — an estimated $220K sold.

Aveo Capital Partners first reported a position in ITEQ in Q1 2024 and held it in 1 quarter. The position peaked at $220K in Q1 2024. 32 funds tracked by Wall St. Rank hold ITEQ as of Q2 2024.

  • Aveo Capital Partners reported no remaining Amplify BlueStar Israel Technology ETF position as of Q2 2024 after selling out during the quarter.
  • Aveo Capital Partners sold 4,984 Amplify BlueStar Israel Technology ETF shares in Q2 2024, an estimated $220K.
  • Aveo Capital Partners first reported a position in Amplify BlueStar Israel Technology ETF in Q1 2024 and held it in 1 quarter.
  • Aveo Capital Partners's Amplify BlueStar Israel Technology ETF position peaked at $220K in Q1 2024.
  • 32 funds tracked by Wall St. Rank held Amplify BlueStar Israel Technology ETF as of Q2 2024.

Based on Aveo Capital Partners's 13F filing for Q2 2024, filed 2 Aug 2024.