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

Bullock 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 		$293 Hold
12
– – ﹤0.01% 596
2026
Q1 		$225 Hold
12
– – ﹤0.01% 614
2025
Q4 		$239 Hold
12
– – ﹤0.01% 598
2025
Q3 		$306 Hold
12
– – ﹤0.01% 611
2025
Q2 		$235 Buy
+12
New +$187 ﹤0.01% 581

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

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

Bullock Wealth Management held its Bitwise Crypto Industry Innovators ETF (BITQ) position steady in Q2 2026 at 12 shares worth $293. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Bullock Wealth Management first reported a position in BITQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $306 in Q3 2025. 103 funds tracked by Wall St. Rank hold BITQ as of Q2 2026.

  • Bullock Wealth Management held 12 shares of Bitwise Crypto Industry Innovators ETF worth $293 as of Q2 2026.
  • Bullock Wealth Management left its Bitwise Crypto Industry Innovators ETF share count unchanged in Q2 2026.
  • Bitwise Crypto Industry Innovators ETF made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #596 holding.
  • Bullock Wealth Management first reported a position in Bitwise Crypto Industry Innovators ETF in Q2 2025 and has held it in 5 quarters since.
  • Bullock Wealth Management's Bitwise Crypto Industry Innovators ETF position peaked at $306 in Q3 2025.
  • 103 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.