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Cornerstone Planning Group’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Cornerstone Planning Group’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 		$24.9K Hold
1,009
– – ﹤0.01% 595
2026
Q1 		$26.4K Hold
1,009
– – ﹤0.01% 584
2025
Q4 		$23.7K Buy
+1,009
New +$24.8K ﹤0.01% 541
2025
Q3 		– Sell
-1,009
Closed -$19.4K – 1706
2025
Q2 		$19.4K Hold
1,009
– – ﹤0.01% 425
2025
Q1 		$13.4K Hold
1,009
– – ﹤0.01% 493
2024
Q4 		$17.7K Buy
1,009
+9
+0.9% +$158 ﹤0.01% 329
2024
Q3 		$16.5K Hold
1,000
– – ﹤0.01% 330
2024
Q2 		$11.4K Hold
1,000
– – ﹤0.01% 409
2024
Q1 		$11K Hold
1,000
– – ﹤0.01% 389
2023
Q4 		$11.6K Buy
+1,000
New +$8.21K ﹤0.01% 403

Other funds holding BITQ

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SFA
Salus Financial Advisors Colorado Springs, Colorado $203M AUM 18.9% 1-Year Est. Return
FCMT
Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

Cornerstone Planning Group's BITQ Position: Q2 2026 in Review

Cornerstone Planning Group held its Bitwise Crypto Industry Innovators ETF (BITQ) position steady in Q2 2026 at 1,009 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Cornerstone Planning Group first reported a position in BITQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $26.4K in Q1 2026. 64 funds tracked by Wall St. Rank hold BITQ as of Q2 2026.

  • Cornerstone Planning Group held 1,009 shares of Bitwise Crypto Industry Innovators ETF worth $24.9K as of Q2 2026.
  • Cornerstone Planning Group left its Bitwise Crypto Industry Innovators ETF share count unchanged in Q2 2026.
  • Bitwise Crypto Industry Innovators ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #595 holding.
  • Cornerstone Planning Group first reported a position in Bitwise Crypto Industry Innovators ETF in Q4 2023 and has held it in 10 quarters since.
  • Cornerstone Planning Group's Bitwise Crypto Industry Innovators ETF position peaked at $26.4K in Q1 2026.
  • 64 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.