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

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

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. 103 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.
103 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.