RE Dickinson Investment Advisors’s Amplify BlueStar Israel Technology ETF ITEQ Stock Holding History

RE Dickinson Investment Advisors’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 Q2	–	Sell	-200	Closed	-$9K	–	398
2023 Q1	$9K	Hold	200	–	–	﹤0.01%	272
2022 Q4	$9K	Hold	200	–	–	﹤0.01%	256
2022 Q3	$9K	Hold	200	–	–	0.01%	155
2022 Q2	$9	Hold	200	–	–	﹤0.01%	168
2022 Q1	$11K	Hold	200	–	–	0.01%	174
2021 Q4	$13K	Buy	+200	New	+$13.3K	0.01%	166

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

OFW

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

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

PFO

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

RE Dickinson Investment Advisors's ITEQ Position: Q2 2023 in Review

RE Dickinson Investment Advisors sold out of Amplify BlueStar Israel Technology ETF (ITEQ) in Q2 2023, closing a stake of 200 shares — an estimated $9K sold.

RE Dickinson Investment Advisors first reported a position in ITEQ in Q4 2021 and held it in 6 quarters. The position peaked at $13K in Q4 2021. 46 funds tracked by Wall St. Rank hold ITEQ as of Q2 2023.

RE Dickinson Investment Advisors reported no remaining Amplify BlueStar Israel Technology ETF position as of Q2 2023 after selling out during the quarter.
RE Dickinson Investment Advisors sold 200 Amplify BlueStar Israel Technology ETF shares in Q2 2023, an estimated $9K.
RE Dickinson Investment Advisors first reported a position in Amplify BlueStar Israel Technology ETF in Q4 2021 and held it in 6 quarters.
RE Dickinson Investment Advisors's Amplify BlueStar Israel Technology ETF position peaked at $13K in Q4 2021.
46 funds tracked by Wall St. Rank held Amplify BlueStar Israel Technology ETF as of Q2 2023.

Based on RE Dickinson Investment Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.