Tortoise Investment Management’s Amplify BlueStar Israel Technology ETF ITEQ Stock Holding History

Tortoise Investment Management’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
2025 Q4	–	Sell	-24	Closed	-$1.41K	–	825
2025 Q3	$1.41K	Hold	24	–	–	﹤0.01%	967
2025 Q2	$1.36K	Hold	24	–	–	﹤0.01%	883
2025 Q1	$1.17K	Hold	24	–	–	﹤0.01%	745
2024 Q4	$1.24K	Hold	24	–	–	﹤0.01%	794
2024 Q3	$1.15K	Hold	24	–	–	﹤0.01%	809
2024 Q2	$1.1K	Hold	24	–	–	﹤0.01%	819
2024 Q1	$1.16K	Hold	24	–	–	﹤0.01%	808
2023 Q4	$1.11K	Hold	24	–	–	﹤0.01%	735
2023 Q3	$989	Hold	24	–	–	﹤0.01%	740
2023 Q2	$1.11K	Hold	24	–	–	﹤0.01%	728
2023 Q1	$1.11K	Hold	24	–	–	﹤0.01%	724
2022 Q4	$1.06K	Hold	24	–	–	﹤0.01%	722
2022 Q3	$1K	Hold	24	–	–	﹤0.01%	729
2022 Q2	$1K	Hold	24	–	–	﹤0.01%	715
2022 Q1	$1K	Hold	24	–	–	﹤0.01%	664
2021 Q4	$2K	Hold	24	–	–	﹤0.01%	616
2021 Q3	$2K	Hold	24	–	–	﹤0.01%	589
2021 Q2	$2K	Hold	24	–	–	﹤0.01%	570
2021 Q1	$2K	Hold	24	–	–	﹤0.01%	551
2020 Q4	$2K	Hold	24	–	–	﹤0.01%	512
2020 Q3	$1K	Hold	24	–	–	﹤0.01%	507
2020 Q2	$1K	Hold	24	–	–	﹤0.01%	486
2020 Q1	$1K	Hold	24	–	–	﹤0.01%	517
2019 Q4	$1K	Hold	24	–	–	﹤0.01%	571
2019 Q3	$1K	Hold	24	–	–	﹤0.01%	572
2019 Q2	$1K	Hold	24	–	–	﹤0.01%	606
2019 Q1	$1K	Hold	24	–	–	﹤0.01%	600
2018 Q4	$1K	Hold	24	–	–	﹤0.01%	529
2018 Q3	$1K	Hold	24	–	–	﹤0.01%	530
2018 Q2	$1K	Buy	+24	New	+$810	﹤0.01%	543

Other funds holding ITEQ

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Thayer Partners Wyndmoor, Pennsylvania $210M AUM

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Certuity North Palm Beach, Florida $1.52B AUM 37.29% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

PFO

Pioneer Family Office North Miami Beach, Florida $156M AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Tortoise Investment Management's ITEQ Position: Q4 2025 in Review

Tortoise Investment Management sold out of Amplify BlueStar Israel Technology ETF (ITEQ) in Q4 2025, closing a stake of 24 shares — an estimated $1.41K sold.

Tortoise Investment Management first reported a position in ITEQ in Q2 2018 and held it in 30 quarters. The position peaked at $2K in Q4 2021. 46 funds tracked by Wall St. Rank hold ITEQ as of Q4 2025.

Tortoise Investment Management reported no remaining Amplify BlueStar Israel Technology ETF position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 24 Amplify BlueStar Israel Technology ETF shares in Q4 2025, an estimated $1.41K.
Tortoise Investment Management first reported a position in Amplify BlueStar Israel Technology ETF in Q2 2018 and held it in 30 quarters.
Tortoise Investment Management's Amplify BlueStar Israel Technology ETF position peaked at $2K in Q4 2021.
46 funds tracked by Wall St. Rank held Amplify BlueStar Israel Technology ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.