Independent Financial Group’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Independent Financial Group’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
2024 Q4	–	Sell	-70,097	Closed	-$934K	–	1164
2024 Q3	$934K	Buy	70,097 +20,967	+43%	+$274K	0.03%	462
2024 Q2	$662K	Buy	49,130 +20,680	+73%	+$249K	0.03%	517
2024 Q1	$374K	Sell	28,450 -649,654	-96%	-$7.03M	0.02%	687
2023 Q4	$7.86M	Buy	678,104 +170,547	+34%	+$1.4M	0.42%	34
2023 Q3	$3.4M	Buy	507,557 +150,575	+42%	+$1.26M	0.22%	94
2023 Q2	$2.87M	Buy	356,982 +74,244	+26%	+$497K	0.2%	111
2023 Q1	$1.66M	Buy	282,738 +91,067	+48%	+$476K	0.13%	174
2022 Q4	$650K	Buy	+191,671	New	+$953K	0.06%	354

Other funds holding BITQ

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

SFA

Salus Financial Advisors Colorado Springs, Colorado $171M AUM 16.63% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Independent Financial Group's BITQ Position: Q4 2024 in Review

Independent Financial Group sold out of Bitwise Crypto Industry Innovators ETF (BITQ) in Q4 2024, closing a stake of 70,097 shares — an estimated $934K sold.

Independent Financial Group first reported a position in BITQ in Q4 2022 and held it in 8 quarters. The position peaked at $7.86M in Q4 2023. 85 funds tracked by Wall St. Rank hold BITQ as of Q4 2024.

Independent Financial Group reported no remaining Bitwise Crypto Industry Innovators ETF position as of Q4 2024 after selling out during the quarter.
Independent Financial Group sold 70,097 Bitwise Crypto Industry Innovators ETF shares in Q4 2024, an estimated $934K.
Independent Financial Group first reported a position in Bitwise Crypto Industry Innovators ETF in Q4 2022 and held it in 8 quarters.
Independent Financial Group's Bitwise Crypto Industry Innovators ETF position peaked at $7.86M in Q4 2023.
85 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q4 2024.

Based on Independent Financial Group's 13F filing for Q4 2024, filed 12 Jun 2026.