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

BCS 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
2023 Q1	–	Sell	-8,638	Closed	-$380K	–	180
2022 Q4	$380K	Hold	8,638	–	–	0.16%	127
2022 Q3	$378K	Hold	8,638	–	–	0.18%	118
2022 Q2	$391K	Hold	8,638	–	–	0.17%	113
2022 Q1	$484K	Hold	8,638	–	–	0.2%	106
2021 Q4	$546K	Hold	8,638	–	–	0.2%	99
2021 Q3	$570K	Hold	8,638	–	–	0.24%	87
2021 Q2	$605K	Hold	8,638	–	–	0.32%	67
2021 Q1	$561K	Hold	8,638	–	–	0.27%	74
2020 Q4	$594K	Hold	8,638	–	–	0.31%	66
2020 Q3	$480K	Hold	8,638	–	–	0.27%	71
2020 Q2	$407K	Hold	8,638	–	–	0.24%	77
2020 Q1	$309K	Hold	8,638	–	–	0.22%	81
2019 Q4	$374K	Buy	+8,638	New	+$361K	0.25%	73

Other funds holding ITEQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

OFW

Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Certuity North Palm Beach, Florida $1.52B AUM 37.29% 1-Year Est. Return

BCS Wealth Management's ITEQ Position: Q1 2023 in Review

BCS Wealth Management sold out of Amplify BlueStar Israel Technology ETF (ITEQ) in Q1 2023, closing a stake of 8,638 shares — an estimated $380K sold.

BCS Wealth Management first reported a position in ITEQ in Q4 2019 and held it in 13 quarters. The position peaked at $605K in Q2 2021. 47 funds tracked by Wall St. Rank hold ITEQ as of Q1 2023.

BCS Wealth Management reported no remaining Amplify BlueStar Israel Technology ETF position as of Q1 2023 after selling out during the quarter.
BCS Wealth Management sold 8,638 Amplify BlueStar Israel Technology ETF shares in Q1 2023, an estimated $380K.
BCS Wealth Management first reported a position in Amplify BlueStar Israel Technology ETF in Q4 2019 and held it in 13 quarters.
BCS Wealth Management's Amplify BlueStar Israel Technology ETF position peaked at $605K in Q2 2021.
47 funds tracked by Wall St. Rank held Amplify BlueStar Israel Technology ETF as of Q1 2023.

Based on BCS Wealth Management's 13F filing for Q1 2023, filed 10 Apr 2023.