Bordeaux Wealth Advisors’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Bordeaux Wealth Advisors’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
2025 Q1	–	Sell	-17,824	Closed	-$301K	–	159
2024 Q4	$301K	Hold	17,824	–	–	0.05%	118
2024 Q3	$238K	Hold	17,824	–	–	0.04%	141
2024 Q2	$240K	Hold	17,824	–	–	0.05%	120
2024 Q1	$235K	Hold	17,824	–	–	0.08%	100
2023 Q4	$207K	Hold	17,824	–	–	0.07%	107
2023 Q3	$119K	Hold	17,824	–	–	0.05%	92
2023 Q2	$143K	Hold	17,824	–	–	0.06%	101
2023 Q1	$105K	Hold	17,824	–	–	0.05%	98
2022 Q4	$60.4K	Hold	17,824	–	–	0.03%	82
2022 Q3	$114K	Sell	17,824 -4,101	-19%	-$30.8K	0.07%	82
2022 Q2	$122K	Buy	21,925 +5,085	+30%	+$51.3K	0.08%	81
2022 Q1	$292K	Buy	16,840 +4,051	+32%	+$68K	0.16%	72
2021 Q4	$269K	Buy	+12,789	New	+$340K	0.12%	81

Other funds holding BITQ

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Bordeaux Wealth Advisors's BITQ Position: Q1 2025 in Review

Bordeaux Wealth Advisors sold out of Bitwise Crypto Industry Innovators ETF (BITQ) in Q1 2025, closing a stake of 17,824 shares — an estimated $301K sold.

Bordeaux Wealth Advisors first reported a position in BITQ in Q4 2021 and held it in 13 quarters. The position peaked at $301K in Q4 2024. 78 funds tracked by Wall St. Rank hold BITQ as of Q1 2025.

Bordeaux Wealth Advisors reported no remaining Bitwise Crypto Industry Innovators ETF position as of Q1 2025 after selling out during the quarter.
Bordeaux Wealth Advisors sold 17,824 Bitwise Crypto Industry Innovators ETF shares in Q1 2025, an estimated $301K.
Bordeaux Wealth Advisors first reported a position in Bitwise Crypto Industry Innovators ETF in Q4 2021 and held it in 13 quarters.
Bordeaux Wealth Advisors's Bitwise Crypto Industry Innovators ETF position peaked at $301K in Q4 2024.
78 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q1 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.