Asset Dedication LLC’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Asset Dedication LLC’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	$18.6K	Hold	758	–	–	﹤0.01%	682
2026 Q1	$14.3K	Hold	758	–	–	﹤0.01%	694
2025 Q4	$15.1K	Hold	758	–	–	﹤0.01%	710
2025 Q3	$19K	Hold	758	–	–	﹤0.01%	691
2025 Q2	$14.9K	Hold	758	–	–	﹤0.01%	753
2025 Q1	$9.2K	Hold	758	–	–	﹤0.01%	773
2024 Q4	$12.8K	Hold	758	–	–	﹤0.01%	729
2024 Q3	$10.1K	Hold	758	–	–	﹤0.01%	800
2024 Q2	$10.2K	Hold	758	–	–	﹤0.01%	808
2024 Q1	$10K	Hold	758	–	–	﹤0.01%	678
2023 Q4	$9K	Hold	758	–	–	﹤0.01%	689
2023 Q3	$5K	Hold	758	–	–	﹤0.01%	775
2023 Q2	$6K	Hold	758	–	–	﹤0.01%	732
2023 Q1	$4K	Hold	758	–	–	﹤0.01%	776
2022 Q4	$3K	Hold	758	–	–	﹤0.01%	815
2022 Q3	$5K	Buy	+758	New	+$5.7K	﹤0.01%	703
2022 Q2	–	Sell	-758	Closed	-$13K	–	540
2022 Q1	$13K	Hold	758	–	–	﹤0.01%	620
2021 Q4	$16K	Buy	+758	New	+$20.1K	﹤0.01%	579

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

Asset Dedication LLC's BITQ Position: Q2 2026 in Review

Asset Dedication LLC held its Bitwise Crypto Industry Innovators ETF (BITQ) position steady in Q2 2026 at 758 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Asset Dedication LLC first reported a position in BITQ in Q4 2021 and has held it in 18 quarters since. The position peaked at $19K in Q3 2025. 103 funds tracked by Wall St. Rank hold BITQ as of Q2 2026.

Asset Dedication LLC held 758 shares of Bitwise Crypto Industry Innovators ETF worth $18.6K as of Q2 2026.
Asset Dedication LLC left its Bitwise Crypto Industry Innovators ETF share count unchanged in Q2 2026.
Bitwise Crypto Industry Innovators ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #682 holding.
Asset Dedication LLC first reported a position in Bitwise Crypto Industry Innovators ETF in Q4 2021 and has held it in 18 quarters since.
Asset Dedication LLC's Bitwise Crypto Industry Innovators ETF position peaked at $19K in Q3 2025.
103 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.