KPP Advisory Services’s Hashdex Nasdaq CME Crypto Index ETF NCIQ Stock Holding History

KPP Advisory Services’s Portfolio NCIQ Stock Details NCIQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-6,750	Closed	-$208K	–	349
2025 Q3	$208K	Buy	+6,750	New	+$207K	0.03%	319

Other funds holding NCIQ

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

R.W. Roge & Company Bohemia, New York $210M AUM 18.75% 1-Year Est. Return

Victory Financial Group Austin, Texas $814M AUM 18.17% 1-Year Est. Return

Tradewinds LLC Raleigh, North Carolina $310M AUM 22.31% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Optima Capital Beaverton, Oregon $215M AUM 17.28% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return