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
Q3 		$6.2M Buy
244,231
+193,222
+379% +$4.74M ﹤0.01% 2628
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

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Salus Financial Advisors
Salus Financial Advisors Colorado Springs, Colorado $210M AUM 12% 1-Year Est. Return
Founders Capital Management (Texas)
Founders Capital Management (Texas) Houston, Texas $220M AUM 46.36% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Strategic Family Wealth Counselors
Strategic Family Wealth Counselors Fairfield, New Jersey $429M AUM 8.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Gainplan
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
Soltis Investment Advisors
Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

LPL Financial's BITQ Position: Q3 2026 in Review

LPL Financial increased its Bitwise Crypto Industry Innovators ETF (BITQ) stake by 379% in Q3 2026, buying an estimated $4.74M and bringing the position to 244,231 shares worth $6.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2628.

LPL Financial first reported a position in BITQ in Q2 2023 and has held it in 14 quarters since. 55 funds tracked by Wall St. Rank hold BITQ as of Q3 2026.

  • LPL Financial held 244,231 shares of Bitwise Crypto Industry Innovators ETF worth $6.2M as of Q3 2026.
  • LPL Financial bought 193,222 Bitwise Crypto Industry Innovators ETF shares in Q3 2026, an estimated $4.74M.
  • Bitwise Crypto Industry Innovators ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2628 holding.
  • LPL Financial first reported a position in Bitwise Crypto Industry Innovators ETF in Q2 2023 and has held it in 14 quarters since.
  • 55 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.