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WealthPLAN Partners’s Amplify BlueStar Israel Technology ETF ITEQ Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-38
Closed -$1.76K – 715
2023
Q2 		$1.76K Hold
38
– – ﹤0.01% 1093
2023
Q1 		$1.75K Buy
+38
New +$1.75K ﹤0.01% 1151

Other funds holding ITEQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WealthPLAN Partners's ITEQ Position: Q3 2023 in Review

WealthPLAN Partners sold out of Amplify BlueStar Israel Technology ETF (ITEQ) in Q3 2023, closing a stake of 38 shares — an estimated $1.76K sold.

WealthPLAN Partners first reported a position in ITEQ in Q1 2023 and held it in 2 quarters. The position peaked at $1.76K in Q2 2023. 38 funds tracked by Wall St. Rank hold ITEQ as of Q3 2023.

  • WealthPLAN Partners reported no remaining Amplify BlueStar Israel Technology ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 38 Amplify BlueStar Israel Technology ETF shares in Q3 2023, an estimated $1.76K.
  • WealthPLAN Partners first reported a position in Amplify BlueStar Israel Technology ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Amplify BlueStar Israel Technology ETF position peaked at $1.76K in Q2 2023.
  • 38 funds tracked by Wall St. Rank held Amplify BlueStar Israel Technology ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.