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

Stonebridge Financial Planning 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 Q3	–	Sell	-201	Closed	-$14K	–	419
2021 Q2	$14K	Hold	201	–	–	0.01%	333
2021 Q1	$13K	Hold	201	–	–	0.01%	339
2020 Q4	$14K	Buy	201 +1	+0.5%	+$61	0.01%	304
2020 Q3	$12K	Buy	+200	New	+$10.6K	0.01%	303

Other funds holding ITEQ

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

EWA

Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

PHS

Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

Stonebridge Financial Planning Group's ITEQ Position: Q3 2021 in Review

Stonebridge Financial Planning Group sold out of Amplify BlueStar Israel Technology ETF (ITEQ) in Q3 2021, closing a stake of 201 shares — an estimated $14K sold.

Stonebridge Financial Planning Group first reported a position in ITEQ in Q3 2020 and held it in 4 quarters. The position peaked at $14K in Q2 2021. 59 funds tracked by Wall St. Rank hold ITEQ as of Q3 2021.

Stonebridge Financial Planning Group reported no remaining Amplify BlueStar Israel Technology ETF position as of Q3 2021 after selling out during the quarter.
Stonebridge Financial Planning Group sold 201 Amplify BlueStar Israel Technology ETF shares in Q3 2021, an estimated $14K.
Stonebridge Financial Planning Group first reported a position in Amplify BlueStar Israel Technology ETF in Q3 2020 and held it in 4 quarters.
Stonebridge Financial Planning Group's Amplify BlueStar Israel Technology ETF position peaked at $14K in Q2 2021.
59 funds tracked by Wall St. Rank held Amplify BlueStar Israel Technology ETF as of Q3 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2021, filed 8 Nov 2021.