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Innovative Advisory Group’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Innovative Advisory 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
2026
Q1 		– Sell
-7,780
Closed -$155K – 60
2025
Q4 		$155K Buy
7,780
+1,780
+30% +$43.8K 0.1% 45
2025
Q3 		$150K Hold
6,000
– – 0.09% 45
2025
Q2 		$118K Hold
6,000
– – 0.1% 45
2025
Q1 		$72.8K Hold
6,000
– – 0.07% 50
2024
Q4 		$101K Buy
+6,000
New +$106K 0.09% 47

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SA
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Innovative Advisory Group's BITQ Position: Q1 2026 in Review

Innovative Advisory Group sold out of Bitwise Crypto Industry Innovators ETF (BITQ) in Q1 2026, closing a stake of 7,780 shares — an estimated $155K sold.

Innovative Advisory Group first reported a position in BITQ in Q4 2024 and held it in 5 quarters. The position peaked at $155K in Q4 2025. 94 funds tracked by Wall St. Rank hold BITQ as of Q1 2026.

  • Innovative Advisory Group reported no remaining Bitwise Crypto Industry Innovators ETF position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group sold 7,780 Bitwise Crypto Industry Innovators ETF shares in Q1 2026, an estimated $155K.
  • Innovative Advisory Group first reported a position in Bitwise Crypto Industry Innovators ETF in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group's Bitwise Crypto Industry Innovators ETF position peaked at $155K in Q4 2025.
  • 94 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q1 2026.

Based on Innovative Advisory Group's 13F filing for Q1 2026, filed 22 Sep 2026.