Optima Capital
BITQ icon

Optima Capital’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Optima Capital’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 		– Sell
-38,981
Closed -$735K – 168
2026
Q1 		$735K Sell
38,981
-3,011
-7% -$62.7K 0.34% 72
2025
Q4 		$837K Buy
41,992
+18,460
+78% +$454K 0.36% 63
2025
Q3 		$590K Buy
+23,532
New +$499K 0.29% 84

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
Sanctuary Advisors
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
LRI Investments
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 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

Optima Capital's BITQ Position: Q2 2026 in Review

Optima Capital sold out of Bitwise Crypto Industry Innovators ETF (BITQ) in Q2 2026, closing a stake of 38,981 shares — an estimated $735K sold.

Optima Capital first reported a position in BITQ in Q3 2025 and held it in 3 quarters. The position peaked at $837K in Q4 2025. 103 funds tracked by Wall St. Rank hold BITQ as of Q2 2026.

  • Optima Capital reported no remaining Bitwise Crypto Industry Innovators ETF position as of Q2 2026 after selling out during the quarter.
  • Optima Capital sold 38,981 Bitwise Crypto Industry Innovators ETF shares in Q2 2026, an estimated $735K.
  • Optima Capital first reported a position in Bitwise Crypto Industry Innovators ETF in Q3 2025 and held it in 3 quarters.
  • Optima Capital's Bitwise Crypto Industry Innovators ETF position peaked at $837K in Q4 2025.
  • 103 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.