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

Family 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
2025
Q4 		– Sell
-3,500
Closed -$205K – 300
2025
Q3 		$205K Buy
+3,500
New +$195K 0.03% 211
2022
Q2 		– Sell
-4,204
Closed -$235K – 188
2022
Q1 		$235K Hold
4,204
– – 0.07% 143
2021
Q4 		$266K Hold
4,204
– – 0.07% 145
2021
Q3 		$277K Hold
4,204
– – 0.08% 136
2021
Q2 		$294K Hold
4,204
– – 0.08% 140
2021
Q1 		$273K Buy
4,204
+1,350
+47% +$96.1K 0.09% 121
2020
Q4 		$196K Buy
+2,854
New +$175K 0.07% 149

Other funds holding ITEQ

LPL Financial
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TP
Thayer Partners Wyndmoor, Pennsylvania $210M AUM
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $1.52B AUM 37.29% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
PFO
Pioneer Family Office North Miami Beach, Florida $156M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Family Management's ITEQ Position: Q4 2025 in Review

Family Management sold out of Amplify BlueStar Israel Technology ETF (ITEQ) in Q4 2025, closing a stake of 3,500 shares — an estimated $205K sold.

Family Management first reported a position in ITEQ in Q4 2020 and held it in 7 quarters. The position peaked at $294K in Q2 2021. 46 funds tracked by Wall St. Rank hold ITEQ as of Q4 2025.

  • Family Management reported no remaining Amplify BlueStar Israel Technology ETF position as of Q4 2025 after selling out during the quarter.
  • Family Management sold 3,500 Amplify BlueStar Israel Technology ETF shares in Q4 2025, an estimated $205K.
  • Family Management first reported a position in Amplify BlueStar Israel Technology ETF in Q4 2020 and held it in 7 quarters.
  • Family Management's Amplify BlueStar Israel Technology ETF position peaked at $294K in Q2 2021.
  • 46 funds tracked by Wall St. Rank held Amplify BlueStar Israel Technology ETF as of Q4 2025.

Based on Family Management's 13F filing for Q4 2025, filed 17 Feb 2026.