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Orion Portfolio Solutions’s Amplify BlueStar Israel Technology ETF ITEQ Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-61
Closed -$3K – 1238
2020
Q2 		$3K Hold
61
– – ﹤0.01% 1654
2020
Q1 		$2K Buy
+61
New +$2.58K ﹤0.01% 1583

Other funds holding ITEQ

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
OFW
Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

Orion Portfolio Solutions's ITEQ Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Amplify BlueStar Israel Technology ETF (ITEQ) in Q3 2020, closing a stake of 61 shares — an estimated $3K sold.

Orion Portfolio Solutions first reported a position in ITEQ in Q1 2020 and held it in 2 quarters. The position peaked at $3K in Q2 2020. 46 funds tracked by Wall St. Rank hold ITEQ as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Amplify BlueStar Israel Technology ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 61 Amplify BlueStar Israel Technology ETF shares in Q3 2020, an estimated $3K.
  • Orion Portfolio Solutions first reported a position in Amplify BlueStar Israel Technology ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Amplify BlueStar Israel Technology ETF position peaked at $3K in Q2 2020.
  • 46 funds tracked by Wall St. Rank held Amplify BlueStar Israel Technology ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.