One Charles Private Wealth Services’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

One Charles Private Wealth Services’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
2024 Q1	–	Sell	-105,696	Closed	-$1.23M	–	147
2023 Q4	$1.23M	Sell	105,696 -3,724	-3%	-$30.6K	0.65%	31
2023 Q3	$733K	Buy	109,420 +5,269	+5%	+$43.9K	0.43%	43
2023 Q2	$838K	Sell	104,151 -5,665	-5%	-$37.9K	0.49%	39
2023 Q1	$645K	Buy	109,816 +2,276	+2%	+$11.9K	0.4%	44
2022 Q4	$365K	Sell	107,540 -2,838	-3%	-$14.1K	0.24%	75
2022 Q3	$708K	Buy	110,378 +5,129	+5%	+$38.6K	0.47%	43
2022 Q2	$642K	Buy	+105,249	New	+$1.06M	0.43%	47

Other funds holding BITQ

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

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