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LRI Investments’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

LRI Investments’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 		$4.53M Buy
184,782
+20,566
+13% +$520K 0.36% 36
2026
Q1 		$3.1M Buy
164,216
+31,489
+24% +$656K 0.27% 44
2025
Q4 		$2.65M Buy
132,727
+5,125
+4% +$126K 0.21% 51
2025
Q3 		$3.2M Buy
127,602
+106,702
+511% +$2.26M 0.26% 42
2025
Q2 		$412K Buy
+20,900
New +$326K 0.04% 188

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LRI Investments's BITQ Position: Q2 2026 in Review

LRI Investments increased its Bitwise Crypto Industry Innovators ETF (BITQ) stake by 13% in Q2 2026, buying an estimated $520K and bringing the position to 184,782 shares worth $4.53M. The position accounts for 0.36% of the portfolio, ranked #36.

LRI Investments first reported a position in BITQ in Q2 2025 and has held it in 5 quarters since. 104 funds tracked by Wall St. Rank hold BITQ as of Q2 2026.

  • LRI Investments held 184,782 shares of Bitwise Crypto Industry Innovators ETF worth $4.53M as of Q2 2026.
  • LRI Investments bought 20,566 Bitwise Crypto Industry Innovators ETF shares in Q2 2026, an estimated $520K.
  • Bitwise Crypto Industry Innovators ETF made up 0.36% of LRI Investments's portfolio in Q2 2026, its #36 holding.
  • LRI Investments first reported a position in Bitwise Crypto Industry Innovators ETF in Q2 2025 and has held it in 5 quarters since.
  • 104 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.