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Worth Asset Management’s Global X Blockchain ETF BKCH Stock Holding History

Worth Asset Management’s Portfolio BKCH Stock Details BKCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,964
Closed -$91.4K – 126
2023
Q2 		$91.4K Buy
2,964
+2,549
+614% +$62.7K 0.07% 147
2023
Q1 		$9.23K Buy
+415
New +$8.25K 0.01% 330

Other funds holding BKCH

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EA
Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Worth Asset Management's BKCH Position: Q3 2023 in Review

Worth Asset Management sold out of Global X Blockchain ETF (BKCH) in Q3 2023, closing a stake of 2,964 shares — an estimated $91.4K sold.

Worth Asset Management first reported a position in BKCH in Q1 2023 and held it in 2 quarters. The position peaked at $91.4K in Q2 2023. 34 funds tracked by Wall St. Rank hold BKCH as of Q3 2023.

  • Worth Asset Management reported no remaining Global X Blockchain ETF position as of Q3 2023 after selling out during the quarter.
  • Worth Asset Management sold 2,964 Global X Blockchain ETF shares in Q3 2023, an estimated $91.4K.
  • Worth Asset Management first reported a position in Global X Blockchain ETF in Q1 2023 and held it in 2 quarters.
  • Worth Asset Management's Global X Blockchain ETF position peaked at $91.4K in Q2 2023.
  • 34 funds tracked by Wall St. Rank held Global X Blockchain ETF as of Q3 2023.

Based on Worth Asset Management's 13F filing for Q3 2023, filed 11 Oct 2023.