LPL Financial
BITQ icon

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

LPL 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
Q1 		$744K Sell
39,445
-18,872
-32% -$393K ﹤0.01% 4421
2025
Q4 		$1.16M Buy
58,317
+3,659
+7% +$90.1K ﹤0.01% 3912
2025
Q3 		$1.37M Sell
54,658
-431
-0.8% -$9.14K ﹤0.01% 3684
2025
Q2 		$1.09M Buy
55,089
+4
+0% +$62 ﹤0.01% 3675
2025
Q1 		$669K Sell
55,085
-5,993
-10% -$98.4K ﹤0.01% 3897
2024
Q4 		$1.03M Buy
61,078
+40,878
+202% +$719K ﹤0.01% 3461
2024
Q3 		$269K Buy
20,200
+1,453
+8% +$19K ﹤0.01% 4520
2024
Q2 		$253K Sell
18,747
-884
-5% -$10.6K ﹤0.01% 4391
2024
Q1 		$258K Sell
19,631
-600
-3% -$6.49K ﹤0.01% 4325
2023
Q4 		$234K Sell
20,231
-940
-4% -$7.72K ﹤0.01% 4277
2023
Q3 		$142K Sell
21,171
-247
-1% -$2.06K ﹤0.01% 4342
2023
Q2 		$172K Buy
+21,418
New +$143K ﹤0.01% 4201

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $85.7B AUM 24.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return