Trek Financial
BITQ icon

Trek Financial’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Trek Financial’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
2022
Q1 		– Sell
-21,313
Closed -$448K – 235
2021
Q4 		$448K Buy
21,313
+5,038
+31% +$134K 0.04% 130
2021
Q3 		$353K Buy
16,275
+7,860
+93% +$186K 0.04% 142
2021
Q2 		$202K Buy
+8,415
New +$190K 0.02% 211

Other funds holding BITQ

Cetera Advisors
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Main Management ETF Advisors
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Soltis Investment Advisors
Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return
Fagan Associates
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
Rothschild Investment LLC
Rothschild Investment LLC Chicago, Illinois $2.69B AUM 27.79% 1-Year Est. Return
HAP Trading
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.32B AUM 29.07% 1-Year Est. Return
Barometer Capital Management
Barometer Capital Management Toronto, Ontario, Canada $347M AUM 63.2% 1-Year Est. Return

Trek Financial's BITQ Position: Q1 2022 in Review

Trek Financial sold out of Bitwise Crypto Industry Innovators ETF (BITQ) in Q1 2022, closing a stake of 21,313 shares — an estimated $448K sold.

Trek Financial first reported a position in BITQ in Q2 2021 and held it in 3 quarters. The position peaked at $448K in Q4 2021. 49 funds tracked by Wall St. Rank hold BITQ as of Q1 2022.

  • Trek Financial reported no remaining Bitwise Crypto Industry Innovators ETF position as of Q1 2022 after selling out during the quarter.
  • Trek Financial sold 21,313 Bitwise Crypto Industry Innovators ETF shares in Q1 2022, an estimated $448K.
  • Trek Financial first reported a position in Bitwise Crypto Industry Innovators ETF in Q2 2021 and held it in 3 quarters.
  • Trek Financial's Bitwise Crypto Industry Innovators ETF position peaked at $448K in Q4 2021.
  • 49 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q1 2022.

Based on Trek Financial's 13F filing for Q1 2022, filed 10 May 2022.