Bank Julius Baer & Co
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Bank Julius Baer & Co’s Amplify BlueStar Israel Technology ETF ITEQ Stock Holding History

Bank Julius Baer & Co’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
2023
Q2 		– Sell
-460
Closed -$21K – 583
2023
Q1 		$21K Buy
+460
New +$21.2K ﹤0.01% 548

Other funds holding ITEQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
OFW
Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Bank Julius Baer & Co's ITEQ Position: Q2 2023 in Review

Bank Julius Baer & Co sold out of Amplify BlueStar Israel Technology ETF (ITEQ) in Q2 2023, closing a stake of 460 shares — an estimated $21K sold.

Bank Julius Baer & Co first reported a position in ITEQ in Q1 2023 and held it in 1 quarter. The position peaked at $21K in Q1 2023. 46 funds tracked by Wall St. Rank hold ITEQ as of Q2 2023.

  • Bank Julius Baer & Co reported no remaining Amplify BlueStar Israel Technology ETF position as of Q2 2023 after selling out during the quarter.
  • Bank Julius Baer & Co sold 460 Amplify BlueStar Israel Technology ETF shares in Q2 2023, an estimated $21K.
  • Bank Julius Baer & Co first reported a position in Amplify BlueStar Israel Technology ETF in Q1 2023 and held it in 1 quarter.
  • Bank Julius Baer & Co's Amplify BlueStar Israel Technology ETF position peaked at $21K in Q1 2023.
  • 46 funds tracked by Wall St. Rank held Amplify BlueStar Israel Technology ETF as of Q2 2023.

Based on Bank Julius Baer & Co's 13F filing for Q2 2023, filed 20 Jul 2023.