Great Valley Advisor Group
ITEQ icon

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
2026
Q3 		$212K Hold
3,420
– – ﹤0.01% 1017
2026
Q2 		$227K Buy
+3,420
New +$218K ﹤0.01% 945
2025
Q4 		– Sell
-3,420
Closed -$201K – 970
2025
Q3 		$201K Buy
+3,420
New +$190K ﹤0.01% 891

Other funds holding ITEQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Thayer Partners
Thayer Partners Wyndmoor, Pennsylvania $244M AUM 13.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Certuity
Certuity North Palm Beach, Florida $2.13B AUM 70.4% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Great Valley Advisor Group's ITEQ Position: Q3 2026 in Review

Great Valley Advisor Group held its Amplify BlueStar Israel Technology ETF (ITEQ) position steady in Q3 2026 at 3,420 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

Great Valley Advisor Group first reported a position in ITEQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $227K in Q2 2026. 31 funds tracked by Wall St. Rank hold ITEQ as of Q3 2026.

  • Great Valley Advisor Group held 3,420 shares of Amplify BlueStar Israel Technology ETF worth $212K as of Q3 2026.
  • Great Valley Advisor Group left its Amplify BlueStar Israel Technology ETF share count unchanged in Q3 2026.
  • Amplify BlueStar Israel Technology ETF made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q3 2026, its #1017 holding.
  • Great Valley Advisor Group first reported a position in Amplify BlueStar Israel Technology ETF in Q3 2025 and has held it in 3 quarters since.
  • Great Valley Advisor Group's Amplify BlueStar Israel Technology ETF position peaked at $227K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Amplify BlueStar Israel Technology ETF as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.