Balboa Wealth Partners’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Balboa Wealth Partners’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	$264K	Buy	10,775 +25	+0.2%	+$633	0.04%	373
2026 Q1	$203K	Hold	10,750	–	–	0.03%	399
2025 Q4	$214K	Sell	10,750 -230	-2%	-$5.66K	0.04%	368
2025 Q3	$275K	Hold	10,980	–	–	0.05%	289
2025 Q2	$217K	Sell	10,980 -250	-2%	-$3.9K	0.04%	311
2025 Q1	$136K	Sell	11,230 -15	-0.1%	-$246	0.03%	275
2024 Q4	$190K	Sell	11,245 -35	-0.3%	-$616	0.04%	280
2024 Q3	$150K	Buy	+11,280	New	+$147K	0.04%	271
2024 Q2	–	Sell	-19,750	Closed	-$260K	–	310
2024 Q1	$260K	Buy	19,750 +750	+4%	+$8.11K	0.08%	181
2023 Q4	$220K	Buy	+19,000	New	+$156K	0.07%	202

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

Balboa Wealth Partners's BITQ Position: Q2 2026 in Review

Balboa Wealth Partners increased its Bitwise Crypto Industry Innovators ETF (BITQ) stake by 0.23% in Q2 2026, buying an estimated $633 and bringing the position to 10,775 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #373.

Balboa Wealth Partners first reported a position in BITQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $275K in Q3 2025. 104 funds tracked by Wall St. Rank hold BITQ as of Q2 2026.

Balboa Wealth Partners held 10,775 shares of Bitwise Crypto Industry Innovators ETF worth $264K as of Q2 2026.
Balboa Wealth Partners bought 25 Bitwise Crypto Industry Innovators ETF shares in Q2 2026, an estimated $633.
Bitwise Crypto Industry Innovators ETF made up 0.04% of Balboa Wealth Partners's portfolio in Q2 2026, its #373 holding.
Balboa Wealth Partners first reported a position in Bitwise Crypto Industry Innovators ETF in Q4 2023 and has held it in 10 quarters since.
Balboa Wealth Partners's Bitwise Crypto Industry Innovators ETF position peaked at $275K in Q3 2025.
104 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.