Blue Bell Private Wealth Management’s Amplify BlueStar Israel Technology ETF ITEQ Stock Holding History

Blue Bell Private 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 Q1	$7.5K	Hold	130	–	–	﹤0.01%	587
2025 Q4	$7.57K	Sell	130 -10	-7%	-$576	﹤0.01%	581
2025 Q3	$8.22K	Hold	140	–	–	﹤0.01%	560
2025 Q2	$7.92K	Hold	140	–	–	﹤0.01%	548
2025 Q1	$6.84K	Buy	+140	New	+$7.38K	﹤0.01%	546
2024 Q1	–	Sell	-240	Closed	-$11.1K	–	737
2023 Q4	$11.1K	Hold	240	–	–	﹤0.01%	483
2023 Q3	$9.9K	Hold	240	–	–	﹤0.01%	422
2023 Q2	$11.1K	Buy	240 +24	+11%	+$1.09K	﹤0.01%	406
2023 Q1	$9.97K	Hold	216	–	–	﹤0.01%	378
2022 Q4	$9.51K	Hold	216	–	–	﹤0.01%	379
2022 Q3	$9K	Buy	216 +27	+14%	+$1.3K	﹤0.01%	386
2022 Q2	$9K	Hold	189	–	–	﹤0.01%	395
2022 Q1	$11K	Buy	189 +9	+5%	+$497	﹤0.01%	400
2021 Q4	$11K	Buy	180 +15	+9%	+$997	﹤0.01%	388
2021 Q3	$11K	Buy	165 +100	+154%	+$6.82K	﹤0.01%	144
2021 Q2	$5K	Hold	65	–	–	﹤0.01%	161
2021 Q1	$4K	Hold	65	–	–	﹤0.01%	156
2020 Q4	$0	Buy	65 +4	+7%	+$245	﹤0.01%	156
2020 Q3	$3K	Hold	61	–	–	﹤0.01%	156
2020 Q2	$0	Buy	61 +31	+103%	+$1.34K	﹤0.01%	192
2020 Q1	$1K	Buy	+30	New	+$1.27K	﹤0.01%	196

Other funds holding ITEQ

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

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

FTUS

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Thayer Partners Wyndmoor, Pennsylvania $210M AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Blue Bell Private Wealth Management's ITEQ Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its Amplify BlueStar Israel Technology ETF (ITEQ) position steady in Q1 2026 at 130 shares worth $7.5K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Blue Bell Private Wealth Management first reported a position in ITEQ in Q1 2020 and has held it in 21 quarters since. The position peaked at $11.1K in Q2 2023. 47 funds tracked by Wall St. Rank hold ITEQ as of Q1 2026.

Blue Bell Private Wealth Management held 130 shares of Amplify BlueStar Israel Technology ETF worth $7.5K as of Q1 2026.
Blue Bell Private Wealth Management left its Amplify BlueStar Israel Technology ETF share count unchanged in Q1 2026.
Amplify BlueStar Israel Technology ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #587 holding.
Blue Bell Private Wealth Management first reported a position in Amplify BlueStar Israel Technology ETF in Q1 2020 and has held it in 21 quarters since.
Blue Bell Private Wealth Management's Amplify BlueStar Israel Technology ETF position peaked at $11.1K in Q2 2023.
47 funds tracked by Wall St. Rank held Amplify BlueStar Israel Technology ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.