Intercontinental Wealth Advisors’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Intercontinental Wealth Advisors’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	$96.6K	Hold	12,000	–	–	0.02%	303
2023 Q1	$70.4K	Hold	12,000	–	–	0.02%	303
2022 Q4	$40.7K	Sell	12,000 -1,919	-14%	-$9.54K	0.01%	264
2022 Q3	$89K	Sell	13,919 -73,050	-84%	-$549K	0.03%	264
2022 Q2	$483K	Buy	86,969 +50,843	+141%	+$513K	0.13%	164
2022 Q1	$626K	Buy	+36,126	New	+$607K	0.14%	152

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 $1.93B AUM 18.43% 1-Year Est. Return

CCA

Cora Capital Advisors Marlton, New Jersey $302M AUM 16.46% 1-Year Est. Return

SFWC

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

Intercontinental Wealth Advisors's BITQ Position: Q2 2023 in Review

Intercontinental Wealth Advisors held its Bitwise Crypto Industry Innovators ETF (BITQ) position steady in Q2 2023 at 12,000 shares worth $96.6K. The position accounts for 0.02% of the portfolio, ranked #303.

Intercontinental Wealth Advisors first reported a position in BITQ in Q1 2022 and has held it in 6 quarters since. The position peaked at $626K in Q1 2022. 56 funds tracked by Wall St. Rank hold BITQ as of Q2 2023.

Intercontinental Wealth Advisors held 12,000 shares of Bitwise Crypto Industry Innovators ETF worth $96.6K as of Q2 2023.
Intercontinental Wealth Advisors left its Bitwise Crypto Industry Innovators ETF share count unchanged in Q2 2023.
Bitwise Crypto Industry Innovators ETF made up 0.02% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #303 holding.
Intercontinental Wealth Advisors first reported a position in Bitwise Crypto Industry Innovators ETF in Q1 2022 and has held it in 6 quarters since.
Intercontinental Wealth Advisors's Bitwise Crypto Industry Innovators ETF position peaked at $626K in Q1 2022.
56 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.