Evergreen Wealth Solutions’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Evergreen Wealth Solutions’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	$2.1M	Buy	+92,032	New	+$2.33M	0.11%	134

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

Evergreen Wealth Solutions's BITQ Position: Q2 2026 in Review

Evergreen Wealth Solutions opened a new position in Bitwise Crypto Industry Innovators ETF (BITQ) in Q2 2026: 92,032 shares worth $2.1M. The stake represents 0.11% of the portfolio and ranks #134 among its holdings.

104 funds tracked by Wall St. Rank hold BITQ as of Q2 2026.

Evergreen Wealth Solutions held 92,032 shares of Bitwise Crypto Industry Innovators ETF worth $2.1M as of Q2 2026.
Bitwise Crypto Industry Innovators ETF was a new Evergreen Wealth Solutions position in Q2 2026.
Bitwise Crypto Industry Innovators ETF made up 0.11% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #134 holding.
104 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.