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

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

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. 103 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.
103 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.