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

Pacific Sun 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
2022
Q2 		– Sell
-4,610
Closed -$258K – 181
2022
Q1 		$258K Sell
4,610
-70
-1% -$3.87K 0.14% 161
2021
Q4 		$296K Buy
4,680
+240
+5% +$16K 0.16% 151
2021
Q3 		$293K Buy
+4,440
New +$303K 0.17% 139
2020
Q3 		$209K Buy
+3,761
New +$200K 0.17% 145

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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

Pacific Sun Financial's ITEQ Position: Q2 2022 in Review

Pacific Sun Financial sold out of Amplify BlueStar Israel Technology ETF (ITEQ) in Q2 2022, closing a stake of 4,610 shares — an estimated $258K sold.

Pacific Sun Financial first reported a position in ITEQ in Q3 2020 and held it in 4 quarters. The position peaked at $296K in Q4 2021. 53 funds tracked by Wall St. Rank hold ITEQ as of Q2 2022.

  • Pacific Sun Financial reported no remaining Amplify BlueStar Israel Technology ETF position as of Q2 2022 after selling out during the quarter.
  • Pacific Sun Financial sold 4,610 Amplify BlueStar Israel Technology ETF shares in Q2 2022, an estimated $258K.
  • Pacific Sun Financial first reported a position in Amplify BlueStar Israel Technology ETF in Q3 2020 and held it in 4 quarters.
  • Pacific Sun Financial's Amplify BlueStar Israel Technology ETF position peaked at $296K in Q4 2021.
  • 53 funds tracked by Wall St. Rank held Amplify BlueStar Israel Technology ETF as of Q2 2022.

Based on Pacific Sun Financial's 13F filing for Q2 2022, filed 28 Jul 2022.