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 Q2	–	Sell	-15,850	Closed	-$299K	–	337
2026 Q1	$299K	Hold	15,850	–	–	0.02%	307
2025 Q4	$316K	Sell	15,850 -5,100	-24%	-$126K	0.02%	334
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	-$36.7K	–	663
2022 Q4	$36.7K	Buy	+10,818	New	+$53.8K	﹤0.01%	608

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

Arete Wealth Advisors's BITQ Position: Q2 2026 in Review

Arete Wealth Advisors sold out of Bitwise Crypto Industry Innovators ETF (BITQ) in Q2 2026, closing a stake of 15,850 shares — an estimated $299K sold.

Arete Wealth Advisors first reported a position in BITQ in Q4 2022 and held it in 11 quarters. The position peaked at $525K in Q3 2025. 103 funds tracked by Wall St. Rank hold BITQ as of Q2 2026.

Arete Wealth Advisors reported no remaining Bitwise Crypto Industry Innovators ETF position as of Q2 2026 after selling out during the quarter.
Arete Wealth Advisors sold 15,850 Bitwise Crypto Industry Innovators ETF shares in Q2 2026, an estimated $299K.
Arete Wealth Advisors first reported a position in Bitwise Crypto Industry Innovators ETF in Q4 2022 and held it in 11 quarters.
Arete Wealth Advisors's Bitwise Crypto Industry Innovators ETF position peaked at $525K in Q3 2025.
103 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.