Envestnet Asset Management
QBF

Envestnet Asset Management’s Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly QBF Stock Holding History

Envestnet Asset Management’s Portfolio QBF Stock Details QBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-14,446
Closed -$309K – 4850
2025
Q4 		$309K Buy
14,446
+4,458
+45% +$109K ﹤0.01% 4021
2025
Q3 		$272K Buy
+9,988
New +$272K ﹤0.01% 4145

Other funds holding QBF

HCA
Hardworking Capital Advisors Palm Desert, California $122M AUM
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $279M AUM 28.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Envestnet Asset Management's QBF Position: Q1 2026 in Review

Envestnet Asset Management sold out of Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly (QBF) in Q1 2026, closing a stake of 14,446 shares — an estimated $309K sold.

Envestnet Asset Management first reported a position in QBF in Q3 2025 and held it in 2 quarters. The position peaked at $309K in Q4 2025. 16 funds tracked by Wall St. Rank hold QBF as of Q1 2026.

  • Envestnet Asset Management reported no remaining Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly position as of Q1 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 14,446 Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly shares in Q1 2026, an estimated $309K.
  • Envestnet Asset Management first reported a position in Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly in Q3 2025 and held it in 2 quarters.
  • Envestnet Asset Management's Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly position peaked at $309K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.