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Great Valley Advisor Group’s Amplify BlueStar Israel Technology ETF ITEQ Stock Holding History

Great Valley Advisor Group’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
-3,420
Closed -$201K – 970
2025
Q3 		$201K Buy
+3,420
New +$190K ﹤0.01% 891

Other funds holding ITEQ

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

Great Valley Advisor Group's ITEQ Position: Q4 2025 in Review

Great Valley Advisor Group sold out of Amplify BlueStar Israel Technology ETF (ITEQ) in Q4 2025, closing a stake of 3,420 shares — an estimated $201K sold.

Great Valley Advisor Group first reported a position in ITEQ in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 46 funds tracked by Wall St. Rank hold ITEQ as of Q4 2025.

  • Great Valley Advisor Group reported no remaining Amplify BlueStar Israel Technology ETF position as of Q4 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 3,420 Amplify BlueStar Israel Technology ETF shares in Q4 2025, an estimated $201K.
  • Great Valley Advisor Group first reported a position in Amplify BlueStar Israel Technology ETF in Q3 2025 and held it in 1 quarter.
  • Great Valley Advisor Group's Amplify BlueStar Israel Technology ETF position peaked at $201K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held Amplify BlueStar Israel Technology ETF as of Q4 2025.

Based on Great Valley Advisor Group's 13F filing for Q4 2025, filed 12 Feb 2026.