Advantage Trust Company’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Advantage Trust Company’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	$115K	Buy	+4,700	New	+$119K	0.04%	77
2025 Q4	–	Sell	-4,700	Closed	-$118K	–	128
2025 Q3	$118K	Hold	4,700	–	–	0.05%	77
2025 Q2	$92.7K	Buy	+4,700	New	+$73.3K	0.05%	95
2024 Q3	–	Sell	-4,500	Closed	-$60.7K	–	150
2024 Q2	$60.7K	Hold	4,500	–	–	0.04%	103
2024 Q1	$59.2K	Hold	4,500	–	–	0.04%	98
2023 Q4	$52.2K	Buy	+4,500	New	+$37K	0.04%	110

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

Advantage Trust Company's BITQ Position: Q2 2026 in Review

Advantage Trust Company opened a new position in Bitwise Crypto Industry Innovators ETF (BITQ) in Q2 2026: 4,700 shares worth $115K. The stake represents 0.04% of the portfolio and ranks #77 among its holdings. This is a return to the name: Advantage Trust Company previously reported a position in BITQ as recently as Q3 2025.

Advantage Trust Company first reported a position in BITQ in Q4 2023 and has held it in 6 quarters since. The position peaked at $118K in Q3 2025. 103 funds tracked by Wall St. Rank hold BITQ as of Q2 2026.

Advantage Trust Company held 4,700 shares of Bitwise Crypto Industry Innovators ETF worth $115K as of Q2 2026.
Bitwise Crypto Industry Innovators ETF was a new Advantage Trust Company position in Q2 2026.
Bitwise Crypto Industry Innovators ETF made up 0.04% of Advantage Trust Company's portfolio in Q2 2026, its #77 holding.
Advantage Trust Company first reported a position in Bitwise Crypto Industry Innovators ETF in Q4 2023 and has held it in 6 quarters since.
Advantage Trust Company's Bitwise Crypto Industry Innovators ETF position peaked at $118K in Q3 2025.
103 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.