Mason & Associates (California)’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Mason & Associates (California)’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 Q3	–	Sell	-10,520	Closed	-$84.7K	–	84
2023 Q2	$84.7K	Sell	10,520 -2,658	-20%	-$17.8K	0.03%	89
2023 Q1	$77.4K	Hold	13,178	–	–	0.02%	83
2022 Q4	$44.7K	Sell	13,178 -11,763	-47%	-$58.5K	0.01%	81
2022 Q3	$160K	Hold	24,941	–	–	0.06%	79
2022 Q2	$138K	Buy	24,941 +42	+0.2%	+$424	0.05%	85
2022 Q1	$432K	Hold	24,899	–	–	0.13%	72
2021 Q4	$523K	Buy	+24,899	New	+$661K	0.16%	51

Other funds holding BITQ

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

CCA

Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 1-Year Est. Return

SFWC

Strategic Family Wealth Counselors Fairfield, New Jersey $430M AUM 17.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mason & Associates (California)'s BITQ Position: Q3 2023 in Review

Mason & Associates (California) sold out of Bitwise Crypto Industry Innovators ETF (BITQ) in Q3 2023, closing a stake of 10,520 shares — an estimated $84.7K sold.

Mason & Associates (California) first reported a position in BITQ in Q4 2021 and held it in 7 quarters. The position peaked at $523K in Q4 2021. 59 funds tracked by Wall St. Rank hold BITQ as of Q3 2023.

Mason & Associates (California) reported no remaining Bitwise Crypto Industry Innovators ETF position as of Q3 2023 after selling out during the quarter.
Mason & Associates (California) sold 10,520 Bitwise Crypto Industry Innovators ETF shares in Q3 2023, an estimated $84.7K.
Mason & Associates (California) first reported a position in Bitwise Crypto Industry Innovators ETF in Q4 2021 and held it in 7 quarters.
Mason & Associates (California)'s Bitwise Crypto Industry Innovators ETF position peaked at $523K in Q4 2021.
59 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q3 2023.

Based on Mason & Associates (California)'s 13F filing for Q3 2023, filed 20 Oct 2023.