Action Point Financial Planning’s Bitwise 10 Crypto Index ETF BITW Stock Holding History

Action Point Financial Planning’s Portfolio BITW Stock Details BITW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.22M	Buy	+32,475	New	+$1.5M	0.12%	157

Other funds holding BITW

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

IECM

Intrinsic Edge Capital Management Chicago, Illinois $967M AUM 94.27% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

KNW

Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Action Point Financial Planning opened a new position in Bitwise 10 Crypto Index ETF (BITW) in Q2 2026: 32,475 shares worth $1.22M. The stake represents 0.12% of the portfolio and ranks #157 among its holdings.

121 funds tracked by Wall St. Rank hold BITW as of Q2 2026.

Action Point Financial Planning held 32,475 shares of Bitwise 10 Crypto Index ETF worth $1.22M as of Q2 2026.
Bitwise 10 Crypto Index ETF was a new Action Point Financial Planning position in Q2 2026.
Bitwise 10 Crypto Index ETF made up 0.12% of Action Point Financial Planning's portfolio in Q2 2026, its #157 holding.
121 funds tracked by Wall St. Rank held Bitwise 10 Crypto Index ETF as of Q2 2026.

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