Precision Wealth Strategies’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Precision Wealth Strategies’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 Q4	–	Sell	-10,142	Closed	-$68K	–	93
2023 Q3	$68K	Sell	10,142 -124	-1%	-$1.03K	0.07%	82
2023 Q2	$82.6K	Sell	10,266 -282	-3%	-$1.89K	0.14%	63
2023 Q1	$61.9K	Sell	10,548 -193	-2%	-$1.01K	0.1%	71
2022 Q4	$36.4K	Sell	10,741 -55	-0.5%	-$273	0.04%	106
2022 Q3	$65K	Buy	+10,796	New	+$81.2K	0.06%	126

Other funds holding BITQ

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 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

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

CCA

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Precision Wealth Strategies's BITQ Position: Q4 2023 in Review

Precision Wealth Strategies sold out of Bitwise Crypto Industry Innovators ETF (BITQ) in Q4 2023, closing a stake of 10,142 shares — an estimated $68K sold.

Precision Wealth Strategies first reported a position in BITQ in Q3 2022 and held it in 5 quarters. The position peaked at $82.6K in Q2 2023. 66 funds tracked by Wall St. Rank hold BITQ as of Q4 2023.

Precision Wealth Strategies reported no remaining Bitwise Crypto Industry Innovators ETF position as of Q4 2023 after selling out during the quarter.
Precision Wealth Strategies sold 10,142 Bitwise Crypto Industry Innovators ETF shares in Q4 2023, an estimated $68K.
Precision Wealth Strategies first reported a position in Bitwise Crypto Industry Innovators ETF in Q3 2022 and held it in 5 quarters.
Precision Wealth Strategies's Bitwise Crypto Industry Innovators ETF position peaked at $82.6K in Q2 2023.
66 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q4 2023.

Based on Precision Wealth Strategies's 13F filing for Q4 2023, filed 5 Feb 2024.