KIG
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Kowal Investment Group’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-89
Closed -$2K – 215
2021
Q3 		$2K Buy
+89
New +$2.1K ﹤0.01% 779

Other funds holding BITQ

JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Cetera Advisors
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
Main Management ETF Advisors
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Kowal Investment Group's BITQ Position: Q4 2021 in Review

Kowal Investment Group sold out of Bitwise Crypto Industry Innovators ETF (BITQ) in Q4 2021, closing a stake of 89 shares — an estimated $2K sold.

Kowal Investment Group first reported a position in BITQ in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 47 funds tracked by Wall St. Rank hold BITQ as of Q4 2021.

  • Kowal Investment Group reported no remaining Bitwise Crypto Industry Innovators ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 89 Bitwise Crypto Industry Innovators ETF shares in Q4 2021, an estimated $2K.
  • Kowal Investment Group first reported a position in Bitwise Crypto Industry Innovators ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Bitwise Crypto Industry Innovators ETF position peaked at $2K in Q3 2021.
  • 47 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.