Evolution Wealth Advisors’s Amplify BlueStar Israel Technology ETF ITEQ Stock Holding History

Evolution Wealth 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
2022 Q1	–	Sell	-8,943	Closed	-$565	–	133
2021 Q4	$565	Sell	8,943 -5,140	-36%	-$342K	0.09%	76
2021 Q3	$929K	Sell	14,083 -34,794	-71%	-$2.37M	0.2%	46
2021 Q2	$3.42M	Sell	48,877 -59,976	-55%	-$4.01M	0.7%	34
2021 Q1	$7.07M	Buy	+108,853	New	+$7.75M	1.58%	18

Other funds holding ITEQ

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

PFO

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

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

Evolution Wealth Advisors's ITEQ Position: Q1 2022 in Review

Evolution Wealth Advisors sold out of Amplify BlueStar Israel Technology ETF (ITEQ) in Q1 2022, closing a stake of 8,943 shares — an estimated $565 sold.

Evolution Wealth Advisors first reported a position in ITEQ in Q1 2021 and held it in 4 quarters. The position peaked at $7.07M in Q1 2021. 59 funds tracked by Wall St. Rank hold ITEQ as of Q1 2022.

Evolution Wealth Advisors reported no remaining Amplify BlueStar Israel Technology ETF position as of Q1 2022 after selling out during the quarter.
Evolution Wealth Advisors sold 8,943 Amplify BlueStar Israel Technology ETF shares in Q1 2022, an estimated $565.
Evolution Wealth Advisors first reported a position in Amplify BlueStar Israel Technology ETF in Q1 2021 and held it in 4 quarters.
Evolution Wealth Advisors's Amplify BlueStar Israel Technology ETF position peaked at $7.07M in Q1 2021.
59 funds tracked by Wall St. Rank held Amplify BlueStar Israel Technology ETF as of Q1 2022.

Based on Evolution Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.