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Nvest Wealth Strategies’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Nvest Wealth Strategies’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 		– Sell
-92
Closed -$1.84K – 397
2025
Q4 		$1.84K Buy
+92
New +$2.27K ﹤0.01% 184

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 $303B AUM 53.02% 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

Nvest Wealth Strategies's BITQ Position: Q1 2026 in Review

Nvest Wealth Strategies sold out of Bitwise Crypto Industry Innovators ETF (BITQ) in Q1 2026, closing a stake of 92 shares — an estimated $1.84K sold.

Nvest Wealth Strategies first reported a position in BITQ in Q4 2025 and held it in 1 quarter. The position peaked at $1.84K in Q4 2025. 93 funds tracked by Wall St. Rank hold BITQ as of Q1 2026.

  • Nvest Wealth Strategies reported no remaining Bitwise Crypto Industry Innovators ETF position as of Q1 2026 after selling out during the quarter.
  • Nvest Wealth Strategies sold 92 Bitwise Crypto Industry Innovators ETF shares in Q1 2026, an estimated $1.84K.
  • Nvest Wealth Strategies first reported a position in Bitwise Crypto Industry Innovators ETF in Q4 2025 and held it in 1 quarter.
  • Nvest Wealth Strategies's Bitwise Crypto Industry Innovators ETF position peaked at $1.84K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q1 2026.

Based on Nvest Wealth Strategies's 13F filing for Q1 2026, filed 13 Apr 2026.