Concord Wealth Partners’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Concord Wealth Partners’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
2023 Q4	–	Sell	-53	Closed	-$355	–	834
2023 Q3	$355	Hold	53	–	–	﹤0.01%	997
2023 Q2	$427	Hold	53	–	–	﹤0.01%	999
2023 Q1	$311	Hold	53	–	–	﹤0.01%	950
2022 Q4	$180	Buy	+53	New	+$263	﹤0.01%	1208
2022 Q3	–	Sell	-3	Closed	–	–	261
2022 Q2	$0	Buy	+3	New	+$30	﹤0.01%	1247

Other funds holding BITQ

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

CCA

Cora Capital Advisors Marlton, New Jersey $302M AUM 16.46% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Concord Wealth Partners's BITQ Position: Q4 2023 in Review

Concord Wealth Partners sold out of Bitwise Crypto Industry Innovators ETF (BITQ) in Q4 2023, closing a stake of 53 shares — an estimated $355 sold.

Concord Wealth Partners first reported a position in BITQ in Q2 2022 and held it in 5 quarters. The position peaked at $427 in Q2 2023. 66 funds tracked by Wall St. Rank hold BITQ as of Q4 2023.

Concord Wealth Partners reported no remaining Bitwise Crypto Industry Innovators ETF position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 53 Bitwise Crypto Industry Innovators ETF shares in Q4 2023, an estimated $355.
Concord Wealth Partners first reported a position in Bitwise Crypto Industry Innovators ETF in Q2 2022 and held it in 5 quarters.
Concord Wealth Partners's Bitwise Crypto Industry Innovators ETF position peaked at $427 in Q2 2023.
66 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.