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Integrated Wealth Concepts’s Amplify BlueStar Israel Technology ETF ITEQ Stock Holding History

Integrated Wealth Concepts’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
2021
Q4 		– Sell
-3,154
Closed -$208K – 1008
2021
Q3 		$208K Hold
3,154
– – 0.01% 887
2021
Q2 		$221K Hold
3,154
– – 0.01% 742
2021
Q1 		$205K Buy
3,154
+2
+0.1% +$142 0.01% 694
2020
Q4 		$217K Buy
+3,152
New +$193K 0.01% 586

Other funds holding ITEQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Integrated Wealth Concepts's ITEQ Position: Q4 2021 in Review

Integrated Wealth Concepts sold out of Amplify BlueStar Israel Technology ETF (ITEQ) in Q4 2021, closing a stake of 3,154 shares — an estimated $208K sold.

Integrated Wealth Concepts first reported a position in ITEQ in Q4 2020 and held it in 4 quarters. The position peaked at $221K in Q2 2021. 66 funds tracked by Wall St. Rank hold ITEQ as of Q4 2021.

  • Integrated Wealth Concepts reported no remaining Amplify BlueStar Israel Technology ETF position as of Q4 2021 after selling out during the quarter.
  • Integrated Wealth Concepts sold 3,154 Amplify BlueStar Israel Technology ETF shares in Q4 2021, an estimated $208K.
  • Integrated Wealth Concepts first reported a position in Amplify BlueStar Israel Technology ETF in Q4 2020 and held it in 4 quarters.
  • Integrated Wealth Concepts's Amplify BlueStar Israel Technology ETF position peaked at $221K in Q2 2021.
  • 66 funds tracked by Wall St. Rank held Amplify BlueStar Israel Technology ETF as of Q4 2021.

Based on Integrated Wealth Concepts's 13F filing for Q4 2021, filed 15 Feb 2022.