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

Balance Wealth’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 Q2	$326K	Buy	+8,677	New	+$402K	0.09%	123

Other funds holding BITW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Balance Wealth's BITW Position: Q2 2026 in Review

Balance Wealth opened a new position in Bitwise 10 Crypto Index ETF (BITW) in Q2 2026: 8,677 shares worth $326K. The stake represents 0.09% of the portfolio and ranks #123 among its holdings.

26 funds tracked by Wall St. Rank hold BITW as of Q2 2026.

Balance Wealth held 8,677 shares of Bitwise 10 Crypto Index ETF worth $326K as of Q2 2026.
Bitwise 10 Crypto Index ETF was a new Balance Wealth position in Q2 2026.
Bitwise 10 Crypto Index ETF made up 0.09% of Balance Wealth's portfolio in Q2 2026, its #123 holding.
26 funds tracked by Wall St. Rank held Bitwise 10 Crypto Index ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.