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Avior Wealth Management’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Avior Wealth Management’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 		$323K Buy
+13,166
New +$333K 0.01% 638
2023
Q1 		– Sell
-51
Closed -$172 – 1634
2022
Q4 		$172 Hold
51
– – ﹤0.01% 1225
2022
Q3 		$0 Buy
+51
New +$384 ﹤0.01% 1158

Other funds holding BITQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Avior Wealth Management's BITQ Position: Q2 2026 in Review

Avior Wealth Management opened a new position in Bitwise Crypto Industry Innovators ETF (BITQ) in Q2 2026: 13,166 shares worth $323K. The stake represents 0.01% of the portfolio and ranks #638 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in BITQ as recently as Q4 2022.

Avior Wealth Management first reported a position in BITQ in Q3 2022 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold BITQ as of Q2 2026.

  • Avior Wealth Management held 13,166 shares of Bitwise Crypto Industry Innovators ETF worth $323K as of Q2 2026.
  • Bitwise Crypto Industry Innovators ETF was a new Avior Wealth Management position in Q2 2026.
  • Bitwise Crypto Industry Innovators ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #638 holding.
  • Avior Wealth Management first reported a position in Bitwise Crypto Industry Innovators ETF in Q3 2022 and has held it in 3 quarters since.
  • 104 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.