Ellis Investment Partners’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Ellis Investment 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
2022 Q4	–	Sell	-1,125	Closed	-$7K	–	262
2022 Q3	$7K	Buy	1,125 +125	+13%	+$940	﹤0.01%	611
2022 Q2	$5K	Buy	1,000 +246	+33%	+$2.48K	﹤0.01%	668
2022 Q1	$13K	Buy	754 +59	+8%	+$991	﹤0.01%	576
2021 Q4	$14K	Buy	+695	New	+$18.5K	﹤0.01%	580

Other funds holding BITQ

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

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

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

OCPWS

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

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ellis Investment Partners's BITQ Position: Q4 2022 in Review

Ellis Investment Partners sold out of Bitwise Crypto Industry Innovators ETF (BITQ) in Q4 2022, closing a stake of 1,125 shares — an estimated $7K sold.

Ellis Investment Partners first reported a position in BITQ in Q4 2021 and held it in 4 quarters. The position peaked at $14K in Q4 2021. 58 funds tracked by Wall St. Rank hold BITQ as of Q4 2022.

Ellis Investment Partners reported no remaining Bitwise Crypto Industry Innovators ETF position as of Q4 2022 after selling out during the quarter.
Ellis Investment Partners sold 1,125 Bitwise Crypto Industry Innovators ETF shares in Q4 2022, an estimated $7K.
Ellis Investment Partners first reported a position in Bitwise Crypto Industry Innovators ETF in Q4 2021 and held it in 4 quarters.
Ellis Investment Partners's Bitwise Crypto Industry Innovators ETF position peaked at $14K in Q4 2021.
58 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.