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

Next Financial Group’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	$16K	Sell	250 -1,000	-80%	-$66.5K	﹤0.01%	1987
2021 Q3	$82K	Hold	1,250	–	–	0.01%	1201
2021 Q2	$88K	Hold	1,250	–	–	0.01%	1178
2021 Q1	$81K	Sell	1,250 -1,050	-46%	-$74.7K	0.01%	1097
2020 Q4	$158K	Hold	2,300	–	–	0.02%	797
2020 Q3	$128K	Buy	+2,300	New	+$122K	0.01%	767
2020 Q2	–	Sell	-2,300	Closed	-$82K	–	1232
2020 Q1	$82K	Sell	2,300 -100	-4%	-$4.23K	0.01%	817
2019 Q4	$104K	Sell	2,400 -200	-8%	-$8.35K	0.01%	925
2019 Q3	$104K	Buy	2,600 +1,000	+63%	+$40.8K	0.01%	894
2019 Q2	$62K	Buy	+1,600	New	+$61.2K	0.01%	1097

Other funds holding ITEQ

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

HAP Trading New York $1.42B AUM 41.92% 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

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

Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return

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

Next Financial Group's ITEQ Position: Q4 2021 in Review

Next Financial Group reduced its Amplify BlueStar Israel Technology ETF (ITEQ) stake by 80% in Q4 2021, selling an estimated $66.5K and leaving 250 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1987.

Next Financial Group first reported a position in ITEQ in Q2 2019 and has held it in 10 quarters since. The position peaked at $158K in Q4 2020. 66 funds tracked by Wall St. Rank hold ITEQ as of Q4 2021.

Next Financial Group held 250 shares of Amplify BlueStar Israel Technology ETF worth $16K as of Q4 2021.
Next Financial Group sold 1,000 Amplify BlueStar Israel Technology ETF shares in Q4 2021, an estimated $66.5K.
Amplify BlueStar Israel Technology ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1987 holding.
Next Financial Group first reported a position in Amplify BlueStar Israel Technology ETF in Q2 2019 and has held it in 10 quarters since.
Next Financial Group's Amplify BlueStar Israel Technology ETF position peaked at $158K in Q4 2020.
66 funds tracked by Wall St. Rank held Amplify BlueStar Israel Technology ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.