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

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

Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

BOPW

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

OPWM

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 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. 17 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.
17 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.