AllSquare Wealth Management’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

AllSquare Wealth Management’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
2025 Q3	$70.2K	Hold	2,799	–	–	0.04%	200
2025 Q2	$55.2K	Hold	2,799	–	–	0.03%	218
2025 Q1	$34K	Buy	2,799 +265	+10%	+$4.35K	0.02%	255
2024 Q4	$42.8K	Hold	2,534	–	–	0.02%	224
2024 Q3	$33.8K	Hold	2,534	–	–	0.02%	254
2024 Q2	$34.2K	Buy	2,534 +1,762	+228%	+$21.2K	0.02%	250
2024 Q1	$10.2K	Hold	772	–	–	0.01%	374
2023 Q4	$8.95K	Hold	772	–	–	0.01%	380
2023 Q3	$5.17K	Hold	772	–	–	﹤0.01%	416
2023 Q2	$5.48K	Hold	772	–	–	﹤0.01%	425
2023 Q1	$4.53K	Hold	772	–	–	﹤0.01%	441
2022 Q4	$2.62K	Hold	772	–	–	﹤0.01%	450
2022 Q3	$5K	Hold	772	–	–	﹤0.01%	409
2022 Q2	$4K	Hold	772	–	–	﹤0.01%	429
2022 Q1	$13K	Hold	772	–	–	0.01%	352
2021 Q4	$16K	Buy	+772	New	+$20.5K	0.01%	344

Other funds holding BITQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

SFA

Salus Financial Advisors Colorado Springs, Colorado $171M AUM 16.63% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

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

AllSquare Wealth Management's BITQ Position: Q3 2025 in Review

AllSquare Wealth Management held its Bitwise Crypto Industry Innovators ETF (BITQ) position steady in Q3 2025 at 2,799 shares worth $70.2K. The position accounts for 0.04% of the portfolio, ranked #200.

AllSquare Wealth Management first reported a position in BITQ in Q4 2021 and has held it in 16 quarters since. 98 funds tracked by Wall St. Rank hold BITQ as of Q3 2025.

AllSquare Wealth Management held 2,799 shares of Bitwise Crypto Industry Innovators ETF worth $70.2K as of Q3 2025.
AllSquare Wealth Management left its Bitwise Crypto Industry Innovators ETF share count unchanged in Q3 2025.
Bitwise Crypto Industry Innovators ETF made up 0.04% of AllSquare Wealth Management's portfolio in Q3 2025, its #200 holding.
AllSquare Wealth Management first reported a position in Bitwise Crypto Industry Innovators ETF in Q4 2021 and has held it in 16 quarters since.
98 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.