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AE Wealth Management’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

AE Wealth Management’s Portfolio BITQ Stock Details BITQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-24,711
Closed -$222K – 1228
2023
Q4 		$222K Buy
24,711
+11,119
+82% +$91.3K ﹤0.01% 1845
2023
Q3 		$91.1K Buy
13,592
+1,660
+14% +$13.8K ﹤0.01% 1845
2023
Q2 		$96.1K Buy
+11,932
New +$79.9K ﹤0.01% 1812

Other funds holding BITQ

MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCA
Cora Capital Advisors Marlton, New Jersey $302M AUM 16.46% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
SFWC
Strategic Family Wealth Counselors Fairfield, New Jersey $381M AUM 21.36% 1-Year Est. Return

AE Wealth Management's BITQ Position: Q1 2024 in Review

AE Wealth Management sold out of Bitwise Crypto Industry Innovators ETF (BITQ) in Q1 2024, closing a stake of 24,711 shares — an estimated $222K sold.

AE Wealth Management first reported a position in BITQ in Q2 2023 and held it in 3 quarters. The position peaked at $222K in Q4 2023. 68 funds tracked by Wall St. Rank hold BITQ as of Q1 2024.

  • AE Wealth Management reported no remaining Bitwise Crypto Industry Innovators ETF position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 24,711 Bitwise Crypto Industry Innovators ETF shares in Q1 2024, an estimated $222K.
  • AE Wealth Management first reported a position in Bitwise Crypto Industry Innovators ETF in Q2 2023 and held it in 3 quarters.
  • AE Wealth Management's Bitwise Crypto Industry Innovators ETF position peaked at $222K in Q4 2023.
  • 68 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.