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Heritage Wealth Management (Arizona)’s Global X Blockchain ETF BKCH Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio BKCH Stock Details BKCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$644 Buy
50
+25
+100% +$470 ﹤0.01% 1042
2022
Q3 		$1K Buy
+25
New +$677 ﹤0.01% 921

Other funds holding BKCH

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EA
Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return
BFA
BBJS Financial Advisors Seattle, Washington $280M AUM 13.07% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Global X Blockchain ETF (BKCH) stake by 100% in Q4 2022, buying an estimated $470 and bringing the position to 50 shares worth $644. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Heritage Wealth Management (Arizona) first reported a position in BKCH in Q3 2022 and has held it in 2 quarters since. The position peaked at $1K in Q3 2022. 28 funds tracked by Wall St. Rank hold BKCH as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 50 shares of Global X Blockchain ETF worth $644 as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 25 Global X Blockchain ETF shares in Q4 2022, an estimated $470.
  • Global X Blockchain ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1042 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Global X Blockchain ETF in Q3 2022 and has held it in 2 quarters since.
  • Heritage Wealth Management (Arizona)'s Global X Blockchain ETF position peaked at $1K in Q3 2022.
  • 28 funds tracked by Wall St. Rank held Global X Blockchain ETF as of Q4 2022.

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