Guardian Wealth Advisors (North Carolina)’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q2	–	Sell	-4,408	Closed	-$25.9K	–	417
2023 Q1	$25.9K	Sell	4,408 -15,820	-78%	-$82.6K	﹤0.01%	303
2022 Q4	$68.6K	Buy	20,228 +215	+1%	+$1.07K	0.01%	239
2022 Q3	$128K	Sell	20,013 -380	-2%	-$2.86K	0.02%	204
2022 Q2	$113K	Buy	+20,393	New	+$206K	0.02%	200

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

CCA

Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 1-Year Est. Return

SFWC

Strategic Family Wealth Counselors Fairfield, New Jersey $381M AUM 21.36% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s BITQ Position: Q2 2023 in Review

Guardian Wealth Advisors (North Carolina) sold out of Bitwise Crypto Industry Innovators ETF (BITQ) in Q2 2023, closing a stake of 4,408 shares — an estimated $25.9K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in BITQ in Q2 2022 and held it in 4 quarters. The position peaked at $128K in Q3 2022. 56 funds tracked by Wall St. Rank hold BITQ as of Q2 2023.

Guardian Wealth Advisors (North Carolina) reported no remaining Bitwise Crypto Industry Innovators ETF position as of Q2 2023 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 4,408 Bitwise Crypto Industry Innovators ETF shares in Q2 2023, an estimated $25.9K.
Guardian Wealth Advisors (North Carolina) first reported a position in Bitwise Crypto Industry Innovators ETF in Q2 2022 and held it in 4 quarters.
Guardian Wealth Advisors (North Carolina)'s Bitwise Crypto Industry Innovators ETF position peaked at $128K in Q3 2022.
56 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q2 2023.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2023, filed 14 Aug 2023.