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HB Wealth Management’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

HB Wealth Management’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
2025
Q4 		– Sell
-8,501
Closed -$213K – 1410
2025
Q3 		$213K Buy
+8,501
New +$180K ﹤0.01% 1246

Other funds holding BITQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFA
Salus Financial Advisors Colorado Springs, Colorado $171M AUM 16.63% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

HB Wealth Management's BITQ Position: Q4 2025 in Review

HB Wealth Management sold out of Bitwise Crypto Industry Innovators ETF (BITQ) in Q4 2025, closing a stake of 8,501 shares — an estimated $213K sold.

HB Wealth Management first reported a position in BITQ in Q3 2025 and held it in 1 quarter. The position peaked at $213K in Q3 2025. 98 funds tracked by Wall St. Rank hold BITQ as of Q4 2025.

  • HB Wealth Management reported no remaining Bitwise Crypto Industry Innovators ETF position as of Q4 2025 after selling out during the quarter.
  • HB Wealth Management sold 8,501 Bitwise Crypto Industry Innovators ETF shares in Q4 2025, an estimated $213K.
  • HB Wealth Management first reported a position in Bitwise Crypto Industry Innovators ETF in Q3 2025 and held it in 1 quarter.
  • HB Wealth Management's Bitwise Crypto Industry Innovators ETF position peaked at $213K in Q3 2025.
  • 98 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q4 2025.

Based on HB Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.