Carson Wealth (CWM LLC)
BITQ icon

Carson Wealth (CWM LLC)’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Carson Wealth (CWM 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
2025
Q2 		– Sell
-71
Closed -$1K – 5118
2025
Q1 		$1K Hold
71
– – ﹤0.01% 4868
2024
Q4 		$1K Buy
+71
New +$1.25K ﹤0.01% 4664

Other funds holding BITQ

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFA
Salus Financial Advisors Colorado Springs, Colorado $171M AUM 16.63% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BITQ Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Bitwise Crypto Industry Innovators ETF (BITQ) in Q2 2025, closing a stake of 71 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in BITQ in Q4 2024 and held it in 2 quarters. The position peaked at $1K in Q1 2025. 84 funds tracked by Wall St. Rank hold BITQ as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Bitwise Crypto Industry Innovators ETF position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 71 Bitwise Crypto Industry Innovators ETF shares in Q2 2025, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Bitwise Crypto Industry Innovators ETF in Q4 2024 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Bitwise Crypto Industry Innovators ETF position peaked at $1K in Q1 2025.
  • 84 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.