HB Wealth Management
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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
2026
Q2 		$208K Buy
+8,501
New +$215K ﹤0.01% 1574
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 $1.89T AUM 35.08% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

HB Wealth Management's BITQ Position: Q2 2026 in Review

HB Wealth Management opened a new position in Bitwise Crypto Industry Innovators ETF (BITQ) in Q2 2026: 8,501 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #1574 among its holdings. This is a return to the name: HB Wealth Management previously reported a position in BITQ as recently as Q3 2025.

HB Wealth Management first reported a position in BITQ in Q3 2025 and has held it in 2 quarters since. The position peaked at $213K in Q3 2025. 103 funds tracked by Wall St. Rank hold BITQ as of Q2 2026.

  • HB Wealth Management held 8,501 shares of Bitwise Crypto Industry Innovators ETF worth $208K as of Q2 2026.
  • Bitwise Crypto Industry Innovators ETF was a new HB Wealth Management position in Q2 2026.
  • Bitwise Crypto Industry Innovators ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1574 holding.
  • HB Wealth Management first reported a position in Bitwise Crypto Industry Innovators ETF in Q3 2025 and has held it in 2 quarters since.
  • HB Wealth Management's Bitwise Crypto Industry Innovators ETF position peaked at $213K in Q3 2025.
  • 103 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.