Action Point Financial Planning’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Action Point Financial Planning’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
2026 Q2	$21.1K	Buy	+862	New	+$21.8K	﹤0.01%	1104

Other funds holding BITQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Action Point Financial Planning's BITQ Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Bitwise Crypto Industry Innovators ETF (BITQ) in Q2 2026: 862 shares worth $21.1K. The stake represents ﹤0.01% of the portfolio and ranks #1104 among its holdings.

104 funds tracked by Wall St. Rank hold BITQ as of Q2 2026.

Action Point Financial Planning held 862 shares of Bitwise Crypto Industry Innovators ETF worth $21.1K as of Q2 2026.
Bitwise Crypto Industry Innovators ETF was a new Action Point Financial Planning position in Q2 2026.
Bitwise Crypto Industry Innovators ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1104 holding.
104 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.