EWM
BITW

Edge Wealth Management’s Bitwise 10 Crypto Index ETF BITW Stock Holding History

Edge Wealth Management’s Portfolio BITW Stock Details BITW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-350
Closed -$13K – 508
2021
Q4 		$13K Hold
350
– – ﹤0.01% 285
2021
Q3 		$15K Hold
350
– – ﹤0.01% 292
2021
Q2 		$14K Hold
350
– – ﹤0.01% 295
2021
Q1 		$29K Buy
+350
New +$29K 0.01% 232

Other funds holding BITW

ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
VRM
Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $438M AUM 17.59% 1-Year Est. Return

Edge Wealth Management's BITW Position: Q1 2022 in Review

Edge Wealth Management sold out of Bitwise 10 Crypto Index ETF (BITW) in Q1 2022, closing a stake of 350 shares — an estimated $13K sold.

Edge Wealth Management first reported a position in BITW in Q1 2021 and held it in 4 quarters. The position peaked at $29K in Q1 2021. 8 funds tracked by Wall St. Rank hold BITW as of Q1 2022.

  • Edge Wealth Management reported no remaining Bitwise 10 Crypto Index ETF position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 350 Bitwise 10 Crypto Index ETF shares in Q1 2022, an estimated $13K.
  • Edge Wealth Management first reported a position in Bitwise 10 Crypto Index ETF in Q1 2021 and held it in 4 quarters.
  • Edge Wealth Management's Bitwise 10 Crypto Index ETF position peaked at $29K in Q1 2021.
  • 8 funds tracked by Wall St. Rank held Bitwise 10 Crypto Index ETF as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.