Compass Ion Advisors
BITQ icon

Compass Ion Advisors’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Compass Ion 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
2022
Q1 		– Sell
-12,577
Closed -$264K – 93
2021
Q4 		$264K Sell
12,577
-1,984
-14% -$52.7K 0.08% 80
2021
Q3 		$315K Buy
+14,561
New +$344K 0.11% 65

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Soltis Investment Advisors
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Fagan Associates
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Rothschild Investment LLC
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HAP Trading
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Advisory Services Network
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Barometer Capital Management
Barometer Capital Management Toronto, Ontario, Canada $360M AUM 83.46% 1-Year Est. Return

Compass Ion Advisors's BITQ Position: Q1 2022 in Review

Compass Ion Advisors sold out of Bitwise Crypto Industry Innovators ETF (BITQ) in Q1 2022, closing a stake of 12,577 shares — an estimated $264K sold.

Compass Ion Advisors first reported a position in BITQ in Q3 2021 and held it in 2 quarters. The position peaked at $315K in Q3 2021. 49 funds tracked by Wall St. Rank hold BITQ as of Q1 2022.

  • Compass Ion Advisors reported no remaining Bitwise Crypto Industry Innovators ETF position as of Q1 2022 after selling out during the quarter.
  • Compass Ion Advisors sold 12,577 Bitwise Crypto Industry Innovators ETF shares in Q1 2022, an estimated $264K.
  • Compass Ion Advisors first reported a position in Bitwise Crypto Industry Innovators ETF in Q3 2021 and held it in 2 quarters.
  • Compass Ion Advisors's Bitwise Crypto Industry Innovators ETF position peaked at $315K in Q3 2021.
  • 49 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q1 2022.

Based on Compass Ion Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.