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Claro Advisors’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Claro Advisors’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 		$361K Sell
14,717
-150
-1% -$3.8K 0.04% 355
2026
Q1 		$280K Sell
14,867
-82
-0.5% -$1.71K 0.03% 392
2025
Q4 		$298K Hold
14,949
– – 0.04% 327
2025
Q3 		$375K Sell
14,949
-189
-1% -$4.01K 0.05% 270
2025
Q2 		$299K Sell
15,138
-68
-0.4% -$1.06K 0.05% 294
2025
Q1 		$185K Sell
15,206
-122
-0.8% -$2K 0.02% 494
2024
Q4 		$259K Sell
15,328
-923
-6% -$16.2K 0.04% 396
2024
Q3 		$217K Hold
16,251
– – 0.03% 465
2024
Q2 		$219K Sell
16,251
-60
-0.4% -$722 0.03% 390
2024
Q1 		$215K Sell
16,311
-1
-0% -$11 0.04% 387
2023
Q4 		$189K Sell
16,312
-67
-0.4% -$550 0.04% 371
2023
Q3 		$110K Sell
16,379
-48
-0.3% -$400 0.03% 361
2023
Q2 		$132K Sell
16,427
-78
-0.5% -$522 0.03% 363
2023
Q1 		$96.9K Sell
16,505
-896
-5% -$4.68K 0.03% 342
2022
Q4 		$59K Buy
+17,401
New +$86.5K 0.02% 315

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

Claro Advisors's BITQ Position: Q2 2026 in Review

Claro Advisors reduced its Bitwise Crypto Industry Innovators ETF (BITQ) stake by 1% in Q2 2026, selling an estimated $3.8K and leaving 14,717 shares worth $361K. The position accounts for 0.04% of the portfolio, ranked #355.

Claro Advisors first reported a position in BITQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $375K in Q3 2025. 103 funds tracked by Wall St. Rank hold BITQ as of Q2 2026.

  • Claro Advisors held 14,717 shares of Bitwise Crypto Industry Innovators ETF worth $361K as of Q2 2026.
  • Claro Advisors sold 150 Bitwise Crypto Industry Innovators ETF shares in Q2 2026, an estimated $3.8K.
  • Bitwise Crypto Industry Innovators ETF made up 0.04% of Claro Advisors's portfolio in Q2 2026, its #355 holding.
  • Claro Advisors first reported a position in Bitwise Crypto Industry Innovators ETF in Q4 2022 and has held it in 15 quarters since.
  • Claro Advisors's Bitwise Crypto Industry Innovators ETF position peaked at $375K in Q3 2025.
  • 103 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.