Baker Avenue Asset Management’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Baker Avenue Asset 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
2023 Q4	–	Sell	-536	Closed	-$3.59K	–	499
2023 Q3	$3.59K	Hold	536	–	–	﹤0.01%	1016
2023 Q2	$4.32K	Buy	+536	New	+$3.59K	﹤0.01%	877

Other funds holding BITQ

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

CCA

Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Baker Avenue Asset Management's BITQ Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Bitwise Crypto Industry Innovators ETF (BITQ) in Q4 2023, closing a stake of 536 shares — an estimated $3.59K sold.

Baker Avenue Asset Management first reported a position in BITQ in Q2 2023 and held it in 2 quarters. The position peaked at $4.32K in Q2 2023. 66 funds tracked by Wall St. Rank hold BITQ as of Q4 2023.

Baker Avenue Asset Management reported no remaining Bitwise Crypto Industry Innovators ETF position as of Q4 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 536 Bitwise Crypto Industry Innovators ETF shares in Q4 2023, an estimated $3.59K.
Baker Avenue Asset Management first reported a position in Bitwise Crypto Industry Innovators ETF in Q2 2023 and held it in 2 quarters.
Baker Avenue Asset Management's Bitwise Crypto Industry Innovators ETF position peaked at $4.32K in Q2 2023.
66 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.