Lee Financial’s Amplify BlueStar Israel Technology ETF ITEQ Stock Holding History

Lee Financial’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 Q1	–	Sell	-1,456	Closed	-$64.1K	–	874
2022 Q4	$64.1K	Hold	1,456	–	–	0.01%	233
2022 Q3	$64K	Hold	1,456	–	–	0.01%	235
2022 Q2	$66K	Hold	1,456	–	–	0.01%	222
2022 Q1	$81K	Hold	1,456	–	–	0.01%	203
2021 Q4	$92K	Hold	1,456	–	–	0.02%	199
2021 Q3	$96K	Hold	1,456	–	–	0.02%	185
2021 Q2	$102K	Hold	1,456	–	–	0.02%	177
2021 Q1	$95K	Buy	1,456 +1	+0.1%	+$71	0.02%	181
2020 Q4	$100K	Buy	1,455 +9	+0.6%	+$551	0.03%	159
2020 Q3	$80K	Buy	1,446 +350	+32%	+$18.6K	0.02%	176
2020 Q2	$52K	Hold	1,096	–	–	0.01%	198
2020 Q1	$39K	Hold	1,096	–	–	0.01%	190
2019 Q4	$47K	Buy	1,096 +460	+72%	+$19.2K	0.01%	195
2019 Q3	$25K	Hold	636	–	–	0.01%	237
2019 Q2	$25K	Hold	636	–	–	0.01%	247
2019 Q1	$24K	Hold	636	–	–	0.01%	240
2018 Q4	$20K	Hold	636	–	–	0.01%	225
2018 Q3	$23K	Hold	636	–	–	0.01%	239
2018 Q2	$22K	Hold	636	–	–	0.01%	334
2018 Q1	$20K	Hold	636	–	–	0.01%	345
2017 Q4	$20K	Hold	636	–	–	0.01%	250
2017 Q3	$20K	Buy	+636	New	+$19.1K	0.01%	245

Other funds holding ITEQ

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

OFW

Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Certuity North Palm Beach, Florida $1.52B AUM 37.29% 1-Year Est. Return

Lee Financial's ITEQ Position: Q1 2023 in Review

Lee Financial sold out of Amplify BlueStar Israel Technology ETF (ITEQ) in Q1 2023, closing a stake of 1,456 shares — an estimated $64.1K sold.

Lee Financial first reported a position in ITEQ in Q3 2017 and held it in 22 quarters. The position peaked at $102K in Q2 2021. 47 funds tracked by Wall St. Rank hold ITEQ as of Q1 2023.

Lee Financial reported no remaining Amplify BlueStar Israel Technology ETF position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 1,456 Amplify BlueStar Israel Technology ETF shares in Q1 2023, an estimated $64.1K.
Lee Financial first reported a position in Amplify BlueStar Israel Technology ETF in Q3 2017 and held it in 22 quarters.
Lee Financial's Amplify BlueStar Israel Technology ETF position peaked at $102K in Q2 2021.
47 funds tracked by Wall St. Rank held Amplify BlueStar Israel Technology ETF as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.