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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

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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.