Melone Private Wealth’s Amplify BlueStar Israel Technology ETF ITEQ Stock Holding History

Melone Private Wealth’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 Q1	–	Sell	-4,578	Closed	-$211K	–	49
2023 Q4	$211K	Buy	+4,578	New	+$188K	0.13%	47
2023 Q3	–	Sell	-4,578	Closed	-$212K	–	51
2023 Q2	$212K	Hold	4,578	–	–	0.15%	51
2023 Q1	$206K	Sell	4,578 -5,100	-53%	-$235K	0.16%	50
2022 Q4	$426K	Hold	9,678	–	–	0.36%	43
2022 Q3	$444K	Hold	9,678	–	–	0.39%	45
2022 Q2	$459K	Hold	9,678	–	–	0.39%	46
2022 Q1	$495K	Hold	9,678	–	–	0.4%	47
2021 Q4	$612K	Buy	+9,678	New	+$643K	0.46%	48

Other funds holding ITEQ

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Melone Private Wealth's ITEQ Position: Q1 2024 in Review

Melone Private Wealth sold out of Amplify BlueStar Israel Technology ETF (ITEQ) in Q1 2024, closing a stake of 4,578 shares — an estimated $211K sold.

Melone Private Wealth first reported a position in ITEQ in Q4 2021 and held it in 8 quarters. The position peaked at $612K in Q4 2021. 32 funds tracked by Wall St. Rank hold ITEQ as of Q1 2024.

Melone Private Wealth reported no remaining Amplify BlueStar Israel Technology ETF position as of Q1 2024 after selling out during the quarter.
Melone Private Wealth sold 4,578 Amplify BlueStar Israel Technology ETF shares in Q1 2024, an estimated $211K.
Melone Private Wealth first reported a position in Amplify BlueStar Israel Technology ETF in Q4 2021 and held it in 8 quarters.
Melone Private Wealth's Amplify BlueStar Israel Technology ETF position peaked at $612K in Q4 2021.
32 funds tracked by Wall St. Rank held Amplify BlueStar Israel Technology ETF as of Q1 2024.

Based on Melone Private Wealth's 13F filing for Q1 2024, filed 3 May 2024.