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

IHT Wealth 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
2024 Q2	–	Sell	-4,150	Closed	-$200K	–	1053
2024 Q1	$200K	Buy	+4,150	New	+$194K	0.01%	948
2023 Q3	–	Sell	-4,453	Closed	-$206K	–	995
2023 Q2	$206K	Hold	4,453	–	–	0.01%	871
2023 Q1	$205K	Sell	4,453 -165	-4%	-$7.62K	0.01%	852
2022 Q4	$203K	Buy	+4,618	New	+$205K	0.01%	812
2022 Q3	–	Sell	-4,425	Closed	-$200K	–	891
2022 Q2	$200K	Buy	4,425 +60	+1%	+$2.93K	0.02%	667
2022 Q1	$244K	Buy	4,365 +35	+0.8%	+$1.93K	0.02%	644
2021 Q4	$274K	Sell	4,330 -50	-1%	-$3.32K	0.02%	643
2021 Q3	$289K	Hold	4,380	–	–	0.02%	601
2021 Q2	$307K	Hold	4,380	–	–	0.02%	707
2021 Q1	$285K	Buy	4,380 +1,151	+36%	+$81.9K	0.02%	651
2020 Q4	$222K	Buy	+3,229	New	+$198K	0.02%	659

Other funds holding ITEQ

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

IHT Wealth Management's ITEQ Position: Q2 2024 in Review

IHT Wealth Management sold out of Amplify BlueStar Israel Technology ETF (ITEQ) in Q2 2024, closing a stake of 4,150 shares — an estimated $200K sold.

IHT Wealth Management first reported a position in ITEQ in Q4 2020 and held it in 11 quarters. The position peaked at $307K in Q2 2021. 32 funds tracked by Wall St. Rank hold ITEQ as of Q2 2024.

IHT Wealth Management reported no remaining Amplify BlueStar Israel Technology ETF position as of Q2 2024 after selling out during the quarter.
IHT Wealth Management sold 4,150 Amplify BlueStar Israel Technology ETF shares in Q2 2024, an estimated $200K.
IHT Wealth Management first reported a position in Amplify BlueStar Israel Technology ETF in Q4 2020 and held it in 11 quarters.
IHT Wealth Management's Amplify BlueStar Israel Technology ETF position peaked at $307K in Q2 2021.
32 funds tracked by Wall St. Rank held Amplify BlueStar Israel Technology ETF as of Q2 2024.

Based on IHT Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.