Comprehensive Financial Planning’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Comprehensive Financial Planning’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	$24.5K	Hold	1,000	–	–	0.01%	228
2026 Q1	$18.9K	Hold	1,000	–	–	0.01%	221
2025 Q4	$19.9K	Hold	1,000	–	–	0.01%	215
2025 Q3	$25.1K	Hold	1,000	–	–	0.02%	199
2025 Q2	$19.7K	Hold	1,000	–	–	0.02%	198
2025 Q1	$12.1K	Hold	1,000	–	–	0.01%	202
2024 Q4	$16.9K	Buy	+1,000	New	+$17.6K	0.01%	211

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

Comprehensive Financial Planning's BITQ Position: Q2 2026 in Review

Comprehensive Financial Planning held its Bitwise Crypto Industry Innovators ETF (BITQ) position steady in Q2 2026 at 1,000 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #228.

Comprehensive Financial Planning first reported a position in BITQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $25.1K in Q3 2025. 104 funds tracked by Wall St. Rank hold BITQ as of Q2 2026.

Comprehensive Financial Planning held 1,000 shares of Bitwise Crypto Industry Innovators ETF worth $24.5K as of Q2 2026.
Comprehensive Financial Planning left its Bitwise Crypto Industry Innovators ETF share count unchanged in Q2 2026.
Bitwise Crypto Industry Innovators ETF made up 0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #228 holding.
Comprehensive Financial Planning first reported a position in Bitwise Crypto Industry Innovators ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's Bitwise Crypto Industry Innovators ETF position peaked at $25.1K in Q3 2025.
104 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.