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Wick Capital Partners’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Wick Capital Partners’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
-15,177
Closed -$122K – 66
2023
Q2 		$122K Buy
+15,177
New +$102K 0.07% 48

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IFG
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CA
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JP Morgan Chase
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
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Mariner
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wick Capital Partners's BITQ Position: Q3 2023 in Review

Wick Capital Partners sold out of Bitwise Crypto Industry Innovators ETF (BITQ) in Q3 2023, closing a stake of 15,177 shares — an estimated $122K sold.

Wick Capital Partners first reported a position in BITQ in Q2 2023 and held it in 1 quarter. The position peaked at $122K in Q2 2023. 59 funds tracked by Wall St. Rank hold BITQ as of Q3 2023.

  • Wick Capital Partners reported no remaining Bitwise Crypto Industry Innovators ETF position as of Q3 2023 after selling out during the quarter.
  • Wick Capital Partners sold 15,177 Bitwise Crypto Industry Innovators ETF shares in Q3 2023, an estimated $122K.
  • Wick Capital Partners first reported a position in Bitwise Crypto Industry Innovators ETF in Q2 2023 and held it in 1 quarter.
  • Wick Capital Partners's Bitwise Crypto Industry Innovators ETF position peaked at $122K in Q2 2023.
  • 59 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q3 2023.

Based on Wick Capital Partners's 13F filing for Q3 2023, filed 14 Nov 2023.