Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BWP
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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
$1.66T AUM
25.57%
1-Year Est. Return
Stifel Financial
St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
SA
Sanctuary Advisors
Indianapolis, Indiana
$18.5B AUM
23.32%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
LI
LRI Investments
Palm Beach Gardens, Florida
$1.24B AUM
11.13%
1-Year Est. Return
Mariner
Overland Park, Kansas
$85.7B AUM
24.21%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close