Avidian Wealth Enterprises’s Bitwise 10 Crypto Index ETF BITW Stock Holding History

Avidian Wealth Enterprises’s Portfolio BITW Stock Details BITW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$366K	Hold	6,673	–	–	0.01%	555
2026 Q2	$251K	Sell	6,673 -687	-9%	-$31.8K	0.01%	645
2026 Q1	$328K	Buy	7,360 +471	+7%	+$23.9K	0.01%	531
2025 Q4	$405K	Buy	+6,889	New	+$411K	0.01%	419

Other funds holding BITW

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

FCMT

Founders Capital Management (Texas) Houston, Texas $220M AUM 46.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

FCT

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

UIA

Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return

Avidian Wealth Enterprises's BITW Position: Q3 2026 in Review

Avidian Wealth Enterprises held its Bitwise 10 Crypto Index ETF (BITW) position steady in Q3 2026 at 6,673 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #555.

Avidian Wealth Enterprises first reported a position in BITW in Q4 2025 and has held it in 4 quarters since. The position peaked at $405K in Q4 2025. 16 funds tracked by Wall St. Rank hold BITW as of Q3 2026.

Avidian Wealth Enterprises held 6,673 shares of Bitwise 10 Crypto Index ETF worth $366K as of Q3 2026.
Avidian Wealth Enterprises left its Bitwise 10 Crypto Index ETF share count unchanged in Q3 2026.
Bitwise 10 Crypto Index ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #555 holding.
Avidian Wealth Enterprises first reported a position in Bitwise 10 Crypto Index ETF in Q4 2025 and has held it in 4 quarters since.
Avidian Wealth Enterprises's Bitwise 10 Crypto Index ETF position peaked at $405K in Q4 2025.
16 funds tracked by Wall St. Rank held Bitwise 10 Crypto Index ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.