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 Q2	$1.25M	Buy	51,009 +11,564	+29%	+$293K	﹤0.01%	4216
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

LPL Financial's BITQ Position: Q2 2026 in Review

LPL Financial increased its Bitwise Crypto Industry Innovators ETF (BITQ) stake by 29% in Q2 2026, buying an estimated $293K and bringing the position to 51,009 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #4216.

LPL Financial first reported a position in BITQ in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.37M in Q3 2025. 104 funds tracked by Wall St. Rank hold BITQ as of Q2 2026.

LPL Financial held 51,009 shares of Bitwise Crypto Industry Innovators ETF worth $1.25M as of Q2 2026.
LPL Financial bought 11,564 Bitwise Crypto Industry Innovators ETF shares in Q2 2026, an estimated $293K.
Bitwise Crypto Industry Innovators ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4216 holding.
LPL Financial first reported a position in Bitwise Crypto Industry Innovators ETF in Q2 2023 and has held it in 13 quarters since.
LPL Financial's Bitwise Crypto Industry Innovators ETF position peaked at $1.37M in Q3 2025.
104 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.