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CreativeOne Wealth’s Global X Blockchain ETF BKCH Stock Holding History

CreativeOne Wealth’s Portfolio BKCH Stock Details BKCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,824
Closed -$89K – 736
2022
Q3 		$89K Buy
3,824
+360
+10% +$9.75K 0.01% 684
2022
Q2 		$70K Buy
+3,464
New +$136K ﹤0.01% 703

Other funds holding BKCH

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EA
Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return
BFA
BBJS Financial Advisors Seattle, Washington $280M AUM 13.07% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

CreativeOne Wealth's BKCH Position: Q4 2022 in Review

CreativeOne Wealth sold out of Global X Blockchain ETF (BKCH) in Q4 2022, closing a stake of 3,824 shares — an estimated $89K sold.

CreativeOne Wealth first reported a position in BKCH in Q2 2022 and held it in 2 quarters. The position peaked at $89K in Q3 2022. 28 funds tracked by Wall St. Rank hold BKCH as of Q4 2022.

  • CreativeOne Wealth reported no remaining Global X Blockchain ETF position as of Q4 2022 after selling out during the quarter.
  • CreativeOne Wealth sold 3,824 Global X Blockchain ETF shares in Q4 2022, an estimated $89K.
  • CreativeOne Wealth first reported a position in Global X Blockchain ETF in Q2 2022 and held it in 2 quarters.
  • CreativeOne Wealth's Global X Blockchain ETF position peaked at $89K in Q3 2022.
  • 28 funds tracked by Wall St. Rank held Global X Blockchain ETF as of Q4 2022.

Based on CreativeOne Wealth's 13F filing for Q4 2022, filed 15 Feb 2023.