Bogart Wealth LLC
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Bogart Wealth LLC’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Bogart Wealth LLC’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
2022
Q4 		– Sell
-502
Closed -$3K – 1069
2022
Q3 		$3K Hold
502
– – ﹤0.01% 762
2022
Q2 		$3K Hold
502
– – ﹤0.01% 716
2022
Q1 		$9K Hold
502
– – ﹤0.01% 500
2021
Q4 		$11K Buy
+502
New +$13.3K ﹤0.01% 465

Other funds holding BITQ

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Main Management ETF Advisors
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
Cetera Advisors
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bogart Wealth LLC's BITQ Position: Q4 2022 in Review

Bogart Wealth LLC sold out of Bitwise Crypto Industry Innovators ETF (BITQ) in Q4 2022, closing a stake of 502 shares — an estimated $3K sold.

Bogart Wealth LLC first reported a position in BITQ in Q4 2021 and held it in 4 quarters. The position peaked at $11K in Q4 2021. 58 funds tracked by Wall St. Rank hold BITQ as of Q4 2022.

  • Bogart Wealth LLC reported no remaining Bitwise Crypto Industry Innovators ETF position as of Q4 2022 after selling out during the quarter.
  • Bogart Wealth LLC sold 502 Bitwise Crypto Industry Innovators ETF shares in Q4 2022, an estimated $3K.
  • Bogart Wealth LLC first reported a position in Bitwise Crypto Industry Innovators ETF in Q4 2021 and held it in 4 quarters.
  • Bogart Wealth LLC's Bitwise Crypto Industry Innovators ETF position peaked at $11K in Q4 2021.
  • 58 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q4 2022.

Based on Bogart Wealth LLC's 13F filing for Q4 2022, filed 6 Feb 2023.