HWMA
BITQ icon

Heritage Wealth Management (Arizona)’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Heritage Wealth Management (Arizona)’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 		$6.61K Buy
1,950
+975
+100% +$4.85K ﹤0.01% 837
2022
Q3 		$6K Hold
975
– – ﹤0.01% 724
2022
Q2 		$5.41K Hold
975
– – ﹤0.01% 753
2022
Q1 		$17K Buy
+975
New +$16.4K ﹤0.01% 619

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

Heritage Wealth Management (Arizona)'s BITQ Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Bitwise Crypto Industry Innovators ETF (BITQ) stake by 100% in Q4 2022, buying an estimated $4.85K and bringing the position to 1,950 shares worth $6.61K. The position accounts for ﹤0.01% of the portfolio, ranked #837.

Heritage Wealth Management (Arizona) first reported a position in BITQ in Q1 2022 and has held it in 4 quarters since. The position peaked at $17K in Q1 2022. 58 funds tracked by Wall St. Rank hold BITQ as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,950 shares of Bitwise Crypto Industry Innovators ETF worth $6.61K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 975 Bitwise Crypto Industry Innovators ETF shares in Q4 2022, an estimated $4.85K.
  • Bitwise Crypto Industry Innovators ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #837 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Bitwise Crypto Industry Innovators ETF in Q1 2022 and has held it in 4 quarters since.
  • Heritage Wealth Management (Arizona)'s Bitwise Crypto Industry Innovators ETF position peaked at $17K in Q1 2022.
  • 58 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.