Allworth Financial’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Allworth Financial’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	–	Sell	-158	Closed	-$3.13K	–	4920
2025 Q2	$3.13K	Hold	158	–	–	﹤0.01%	3516
2025 Q1	$2.17K	Sell	158 -174	-52%	-$2.86K	﹤0.01%	3184
2024 Q4	$6.55K	Buy	332 +175	+111%	+$3.08K	﹤0.01%	2631
2024 Q3	$2.09K	Hold	157	–	–	﹤0.01%	2950
2024 Q2	$2.44K	Hold	157	–	–	﹤0.01%	2834
2024 Q1	$2.07K	Buy	157 +2	+1%	+$22	﹤0.01%	2791
2023 Q4	$1.79K	Hold	155	–	–	﹤0.01%	2718
2023 Q3	$1.04K	Hold	155	–	–	﹤0.01%	2839
2023 Q2	$1.25K	Hold	155	–	–	﹤0.01%	2659
2023 Q1	$908	Hold	155	–	–	﹤0.01%	2704
2022 Q4	$524	Hold	155	–	–	﹤0.01%	2619
2022 Q3	$1K	Hold	155	–	–	﹤0.01%	2318
2022 Q2	$1K	Hold	155	–	–	﹤0.01%	2093
2022 Q1	$3K	Hold	155	–	–	﹤0.01%	1699
2021 Q4	$3K	Buy	155 +5	+3%	+$133	﹤0.01%	1633
2021 Q3	$3K	Hold	150	–	–	﹤0.01%	1596
2021 Q2	$4K	Buy	+150	New	+$3.39K	﹤0.01%	1241

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

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

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

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

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

SFA

Salus Financial Advisors Colorado Springs, Colorado $203M AUM 18.9% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

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

Allworth Financial's BITQ Position: Q3 2025 in Review

Allworth Financial sold out of Bitwise Crypto Industry Innovators ETF (BITQ) in Q3 2025, closing a stake of 158 shares — an estimated $3.13K sold.

Allworth Financial first reported a position in BITQ in Q2 2021 and held it in 17 quarters. The position peaked at $6.55K in Q4 2024. 100 funds tracked by Wall St. Rank hold BITQ as of Q3 2025.

Allworth Financial reported no remaining Bitwise Crypto Industry Innovators ETF position as of Q3 2025 after selling out during the quarter.
Allworth Financial sold 158 Bitwise Crypto Industry Innovators ETF shares in Q3 2025, an estimated $3.13K.
Allworth Financial first reported a position in Bitwise Crypto Industry Innovators ETF in Q2 2021 and held it in 17 quarters.
Allworth Financial's Bitwise Crypto Industry Innovators ETF position peaked at $6.55K in Q4 2024.
100 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q3 2025.

Based on Allworth Financial's 13F filing for Q3 2025, filed 2 Dec 2025.