CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Amplify BlueStar Israel Technology ETF ITEQ Stock Holding History

CAPTRUST Financial Advisors’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
2020
Q3 		– Sell
-1,025
Closed -$49K – 3142
2020
Q2 		$49K Buy
+1,025
New +$44.5K ﹤0.01% 1633

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PFO
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Jane Street
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PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
5L
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BWM
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OFW
Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

CAPTRUST Financial Advisors's ITEQ Position: Q3 2020 in Review

CAPTRUST Financial Advisors sold out of Amplify BlueStar Israel Technology ETF (ITEQ) in Q3 2020, closing a stake of 1,025 shares — an estimated $49K sold.

CAPTRUST Financial Advisors first reported a position in ITEQ in Q2 2020 and held it in 1 quarter. The position peaked at $49K in Q2 2020. 46 funds tracked by Wall St. Rank hold ITEQ as of Q3 2020.

  • CAPTRUST Financial Advisors reported no remaining Amplify BlueStar Israel Technology ETF position as of Q3 2020 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,025 Amplify BlueStar Israel Technology ETF shares in Q3 2020, an estimated $49K.
  • CAPTRUST Financial Advisors first reported a position in Amplify BlueStar Israel Technology ETF in Q2 2020 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Amplify BlueStar Israel Technology ETF position peaked at $49K in Q2 2020.
  • 46 funds tracked by Wall St. Rank held Amplify BlueStar Israel Technology ETF as of Q3 2020.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2020, filed 17 Nov 2020.