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

LifeSteps Financial’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	$1.47K	Buy	+60	New	+$1.52K	﹤0.01%	710

Other funds holding BITQ

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

FCMT

Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

LifeSteps Financial's BITQ Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Bitwise Crypto Industry Innovators ETF (BITQ) in Q2 2026: 60 shares worth $1.47K. The stake represents ﹤0.01% of the portfolio and ranks #710 among its holdings.

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

LifeSteps Financial held 60 shares of Bitwise Crypto Industry Innovators ETF worth $1.47K as of Q2 2026.
Bitwise Crypto Industry Innovators ETF was a new LifeSteps Financial position in Q2 2026.
Bitwise Crypto Industry Innovators ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #710 holding.
38 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.