Arete Wealth Advisors’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Arete Wealth Advisors’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 Q1	$299K	Hold	15,850	–	–	0.02%	307
2025 Q4	$316K	Sell	15,850 -5,100	-24%	-$126K	0.02%	573
2025 Q3	$525K	Hold	20,950	–	–	0.03%	427
2025 Q2	$413K	Sell	20,950 -200	-0.9%	-$3.12K	0.03%	473
2025 Q1	$257K	Hold	21,150	–	–	0.02%	593
2024 Q4	$357K	Buy	21,150 +2,000	+10%	+$35.2K	0.03%	509
2024 Q3	$255K	Sell	19,150 -2,500	-12%	-$32.6K	0.02%	572
2024 Q2	$292K	Sell	21,650 -750	-3%	-$9.03K	0.02%	532
2024 Q1	$295K	Buy	22,400 +300	+1%	+$3.24K	0.03%	347
2023 Q4	$256K	Buy	+22,100	New	+$182K	0.02%	593
2023 Q1	–	Sell	-10,818	Closed	-$36.7M	–	663
2022 Q4	$36.7M	Buy	+10,818	New	+$53.8K	﹤0.01%	608

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

Citigroup New York $235B AUM 32.99% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Arete Wealth Advisors's BITQ Position: Q1 2026 in Review

Arete Wealth Advisors held its Bitwise Crypto Industry Innovators ETF (BITQ) position steady in Q1 2026 at 15,850 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #307.

Arete Wealth Advisors first reported a position in BITQ in Q4 2022 and has held it in 11 quarters since. The position peaked at $36.7M in Q4 2022. 92 funds tracked by Wall St. Rank hold BITQ as of Q1 2026.

Arete Wealth Advisors held 15,850 shares of Bitwise Crypto Industry Innovators ETF worth $299K as of Q1 2026.
Arete Wealth Advisors left its Bitwise Crypto Industry Innovators ETF share count unchanged in Q1 2026.
Bitwise Crypto Industry Innovators ETF made up 0.02% of Arete Wealth Advisors's portfolio in Q1 2026, its #307 holding.
Arete Wealth Advisors first reported a position in Bitwise Crypto Industry Innovators ETF in Q4 2022 and has held it in 11 quarters since.
Arete Wealth Advisors's Bitwise Crypto Industry Innovators ETF position peaked at $36.7M in Q4 2022.
92 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.