Betterment LLC
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Betterment LLC’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Betterment LLC’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
Q1 		$278K Sell
14,762
-9,416
-39% -$196K ﹤0.01% 547
2025
Q4 		$482K Sell
24,178
-927
-4% -$22.8K ﹤0.01% 411
2025
Q3 		$629K Buy
25,105
+1,695
+7% +$35.9K ﹤0.01% 348
2025
Q2 		$462K Buy
23,410
+2,566
+12% +$40K ﹤0.01% 369
2025
Q1 		$253K Buy
20,844
+5,102
+32% +$83.8K ﹤0.01% 423
2024
Q4 		$266K Buy
+15,742
New +$277K ﹤0.01% 403
2024
Q1 		– Sell
-89,816
Closed -$1.04M – 355
2023
Q4 		$1.04M Sell
89,816
-19,473
-18% -$160K ﹤0.01% 175
2023
Q3 		$732K Sell
109,289
-17,453
-14% -$146K ﹤0.01% 186
2023
Q2 		$1.02M Sell
126,742
-10,737
-8% -$71.9K ﹤0.01% 153
2023
Q1 		$807K Buy
137,479
+6,707
+5% +$35K ﹤0.01% 168
2022
Q4 		$443K Buy
130,772
+53,275
+69% +$265K ﹤0.01% 193
2022
Q3 		$430K Hold
77,497
– – ﹤0.01% 184
2022
Q2 		$430K Buy
77,497
+44,590
+136% +$450K ﹤0.01% 184
2022
Q1 		$571K Buy
+32,907
New +$553K ﹤0.01% 167

Other funds holding BITQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Cetera Investment Advisers
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Betterment LLC's BITQ Position: Q1 2026 in Review

Betterment LLC reduced its Bitwise Crypto Industry Innovators ETF (BITQ) stake by 39% in Q1 2026, selling an estimated $196K and leaving 14,762 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Betterment LLC first reported a position in BITQ in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.04M in Q4 2023. 92 funds tracked by Wall St. Rank hold BITQ as of Q1 2026.

  • Betterment LLC held 14,762 shares of Bitwise Crypto Industry Innovators ETF worth $278K as of Q1 2026.
  • Betterment LLC sold 9,416 Bitwise Crypto Industry Innovators ETF shares in Q1 2026, an estimated $196K.
  • Bitwise Crypto Industry Innovators ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #547 holding.
  • Betterment LLC first reported a position in Bitwise Crypto Industry Innovators ETF in Q1 2022 and has held it in 14 quarters since.
  • Betterment LLC's Bitwise Crypto Industry Innovators ETF position peaked at $1.04M in Q4 2023.
  • 92 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.