EFS
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Essex Financial Services’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Essex Financial Services’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 		$549K Sell
22,407
-356
-2% -$9.01K 0.03% 457
2026
Q1 		$429K Sell
22,763
-1,000
-4% -$20.8K 0.02% 496
2025
Q4 		$474K Buy
23,763
+1,109
+5% +$27.3K 0.03% 456
2025
Q3 		$568K Sell
22,654
-560
-2% -$11.9K 0.03% 390
2025
Q2 		$458K Buy
23,214
+1,350
+6% +$21K 0.03% 428
2025
Q1 		$265K Sell
21,864
-1,336
-6% -$21.9K 0.02% 528
2024
Q4 		$392K Buy
23,200
+1,500
+7% +$26.4K 0.03% 428
2024
Q3 		$343K Sell
21,700
-1,350
-6% -$17.6K 0.02% 455
2024
Q2 		$283K Buy
+23,050
New +$277K 0.02% 498

Other funds holding BITQ

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Essex Financial Services's BITQ Position: Q2 2026 in Review

Essex Financial Services reduced its Bitwise Crypto Industry Innovators ETF (BITQ) stake by 1.6% in Q2 2026, selling an estimated $9.01K and leaving 22,407 shares worth $549K. The position accounts for 0.03% of the portfolio, ranked #457.

Essex Financial Services first reported a position in BITQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $568K in Q3 2025. 73 funds tracked by Wall St. Rank hold BITQ as of Q2 2026.

  • Essex Financial Services held 22,407 shares of Bitwise Crypto Industry Innovators ETF worth $549K as of Q2 2026.
  • Essex Financial Services sold 356 Bitwise Crypto Industry Innovators ETF shares in Q2 2026, an estimated $9.01K.
  • Bitwise Crypto Industry Innovators ETF made up 0.03% of Essex Financial Services's portfolio in Q2 2026, its #457 holding.
  • Essex Financial Services first reported a position in Bitwise Crypto Industry Innovators ETF in Q2 2024 and has held it in 9 quarters since.
  • Essex Financial Services's Bitwise Crypto Industry Innovators ETF position peaked at $568K in Q3 2025.
  • 73 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q2 2026.

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