Corient Private Wealth’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Corient Private Wealth’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
2025 Q3	–	Sell	-11,900	Closed	-$235K	–	2568
2025 Q2	$235K	Hold	11,900	–	–	﹤0.01%	2138
2025 Q1	$144K	Hold	11,900	–	–	﹤0.01%	2123
2024 Q4	$201K	Hold	11,900	–	–	﹤0.01%	2118
2024 Q3	$159K	Hold	11,900	–	–	﹤0.01%	2262
2024 Q2	$160K	Hold	11,900	–	–	﹤0.01%	2155
2024 Q1	$157K	Sell	11,900 -1,600	-12%	-$17.3K	﹤0.01%	2133
2023 Q4	$156K	Hold	13,500	–	–	﹤0.01%	2111
2023 Q3	$90.5K	Buy	+13,500	New	+$113K	﹤0.01%	2036

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

SFA

Salus Financial Advisors Colorado Springs, Colorado $171M AUM 16.63% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Corient Private Wealth's BITQ Position: Q3 2025 in Review

Corient Private Wealth sold out of Bitwise Crypto Industry Innovators ETF (BITQ) in Q3 2025, closing a stake of 11,900 shares — an estimated $235K sold.

Corient Private Wealth first reported a position in BITQ in Q3 2023 and held it in 8 quarters. The position peaked at $235K in Q2 2025. 98 funds tracked by Wall St. Rank hold BITQ as of Q3 2025.

Corient Private Wealth reported no remaining Bitwise Crypto Industry Innovators ETF position as of Q3 2025 after selling out during the quarter.
Corient Private Wealth sold 11,900 Bitwise Crypto Industry Innovators ETF shares in Q3 2025, an estimated $235K.
Corient Private Wealth first reported a position in Bitwise Crypto Industry Innovators ETF in Q3 2023 and held it in 8 quarters.
Corient Private Wealth's Bitwise Crypto Industry Innovators ETF position peaked at $235K in Q2 2025.
98 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q3 2025.

Based on Corient Private Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.