Innovative Advisory Group, LLC’s Bitwise Bitcoin ETF BITB Stock Holding History

Innovative Advisory Group, LLC’s Portfolio BITB Stock Details BITB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.46M	Sell	108,452 -10,030	-8%	-$391K	2.62%	5
2026 Q1	$4.36M	Sell	118,482 -100,516	-46%	-$4.17M	3.58%	4
2025 Q4	$10.4M	Buy	218,998 +31,854	+17%	+$1.73M	6.63%	5
2025 Q3	$11.6M	Buy	187,144 +3,448	+2%	+$215K	7.17%	4
2025 Q2	$10.8M	Buy	183,696 +674	+0.4%	+$36.2K	9.09%	3
2025 Q1	$8.21M	Buy	183,022 +91,364	+100%	+$4.63M	7.8%	4
2024 Q4	$4.66M	Buy	+91,658	New	+$4.14M	4.05%	7

Other funds holding BITB

ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

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

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Innovative Advisory Group, LLC's BITB Position: Q2 2026 in Review

Innovative Advisory Group, LLC reduced its Bitwise Bitcoin ETF (BITB) stake by 8.5% in Q2 2026, selling an estimated $391K and leaving 108,452 shares worth $3.46M. The position accounts for 2.62% of the portfolio, ranked #5.

Innovative Advisory Group, LLC first reported a position in BITB in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.6M in Q3 2025. 273 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

Innovative Advisory Group, LLC held 108,452 shares of Bitwise Bitcoin ETF worth $3.46M as of Q2 2026.
Innovative Advisory Group, LLC sold 10,030 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $391K.
Bitwise Bitcoin ETF made up 2.62% of Innovative Advisory Group, LLC's portfolio in Q2 2026, its #5 holding.
Innovative Advisory Group, LLC first reported a position in Bitwise Bitcoin ETF in Q4 2024 and has held it in 7 quarters since.
Innovative Advisory Group, LLC's Bitwise Bitcoin ETF position peaked at $11.6M in Q3 2025.
273 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q2 2026, filed 22 Sep 2026.