HWA
ITEQ icon

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

HHM 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
2023
Q3 		– Sell
-100
Closed -$4.62K – 803
2023
Q2 		$4.62K Hold
100
– – ﹤0.01% 666
2023
Q1 		$4.62K Hold
100
– – ﹤0.01% 652
2022
Q4 		$4.4K Hold
100
– – ﹤0.01% 544
2022
Q3 		$4K Hold
100
– – ﹤0.01% 553
2022
Q2 		$5K Hold
100
– – ﹤0.01% 643
2022
Q1 		$6K Hold
100
– – ﹤0.01% 596
2021
Q4 		$6K Buy
+100
New +$6.65K ﹤0.01% 569

Other funds holding ITEQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HHM Wealth Advisors's ITEQ Position: Q3 2023 in Review

HHM Wealth Advisors sold out of Amplify BlueStar Israel Technology ETF (ITEQ) in Q3 2023, closing a stake of 100 shares — an estimated $4.62K sold.

HHM Wealth Advisors first reported a position in ITEQ in Q4 2021 and held it in 7 quarters. The position peaked at $6K in Q1 2022. 38 funds tracked by Wall St. Rank hold ITEQ as of Q3 2023.

  • HHM Wealth Advisors reported no remaining Amplify BlueStar Israel Technology ETF position as of Q3 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 100 Amplify BlueStar Israel Technology ETF shares in Q3 2023, an estimated $4.62K.
  • HHM Wealth Advisors first reported a position in Amplify BlueStar Israel Technology ETF in Q4 2021 and held it in 7 quarters.
  • HHM Wealth Advisors's Amplify BlueStar Israel Technology ETF position peaked at $6K in Q1 2022.
  • 38 funds tracked by Wall St. Rank held Amplify BlueStar Israel Technology ETF as of Q3 2023.

Based on HHM Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.