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Castle Financial & Retirement Planning Associates’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021
Q4 		$650K Buy
+37,459
New +$994K 2.21% 13

Other funds holding BITQ

JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's BITQ Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Bitwise Crypto Industry Innovators ETF (BITQ) in Q4 2021: 37,459 shares worth $650K. The stake represents 2.21% of the portfolio and ranks #13 among its holdings.

47 funds tracked by Wall St. Rank hold BITQ as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 37,459 shares of Bitwise Crypto Industry Innovators ETF worth $650K as of Q4 2021.
  • Bitwise Crypto Industry Innovators ETF was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • Bitwise Crypto Industry Innovators ETF made up 2.21% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #13 holding.
  • 47 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.