Sterling Investment Advisors (Pennsylvania)’s Amplify BlueStar Israel Technology ETF ITEQ Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q3	–	Sell	-400	Closed	-$18K	–	298
2022 Q2	$18K	Hold	400	–	–	0.01%	338
2022 Q1	$22K	Hold	400	–	–	0.01%	350
2021 Q4	$25K	Hold	400	–	–	0.01%	339
2021 Q3	$26K	Hold	400	–	–	0.01%	330
2021 Q2	$28K	Hold	400	–	–	0.01%	317
2021 Q1	$26K	Hold	400	–	–	0.01%	305
2020 Q4	$27K	Hold	400	–	–	0.01%	282
2020 Q3	$22K	Hold	400	–	–	0.01%	284
2020 Q2	$18K	Hold	400	–	–	0.01%	307
2020 Q1	$14K	Hold	400	–	–	0.01%	296
2019 Q4	$17K	Hold	400	–	–	0.01%	308
2019 Q3	$16K	Hold	400	–	–	0.01%	311
2019 Q2	$16K	Buy	400 +200	+100%	+$7.65K	0.01%	318
2019 Q1	$7K	Hold	200	–	–	﹤0.01%	359
2018 Q4	$6K	Hold	200	–	–	﹤0.01%	350
2018 Q3	$7K	Hold	200	–	–	﹤0.01%	374
2018 Q2	$6K	Hold	200	–	–	﹤0.01%	346
2018 Q1	$6K	Hold	200	–	–	﹤0.01%	332
2017 Q4	$6K	Buy	+200	New	+$6.37K	﹤0.01%	311

Other funds holding ITEQ

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

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

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

HAP Trading New York $1.42B AUM 41.92% 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

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s ITEQ Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Amplify BlueStar Israel Technology ETF (ITEQ) in Q3 2022, closing a stake of 400 shares — an estimated $18K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in ITEQ in Q4 2017 and held it in 19 quarters. The position peaked at $28K in Q2 2021. 52 funds tracked by Wall St. Rank hold ITEQ as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining Amplify BlueStar Israel Technology ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 400 Amplify BlueStar Israel Technology ETF shares in Q3 2022, an estimated $18K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Amplify BlueStar Israel Technology ETF in Q4 2017 and held it in 19 quarters.
Sterling Investment Advisors (Pennsylvania)'s Amplify BlueStar Israel Technology ETF position peaked at $28K in Q2 2021.
52 funds tracked by Wall St. Rank held Amplify BlueStar Israel Technology ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.