Orion Portfolio Solutions’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$2.04M	Buy	167,867 +50,747	+43%	+$833K	0.02%	695
2024 Q4	$1.98M	Buy	117,120 +104,093	+799%	+$1.83M	0.02%	703
2024 Q3	$174K	Buy	13,027 +365	+3%	+$4.77K	﹤0.01%	1726
2024 Q2	$171K	Buy	12,662 +1,437	+13%	+$17.3K	﹤0.01%	1654
2024 Q1	$148K	Buy	+11,225	New	+$121K	﹤0.01%	1637
2023 Q3	–	Sell	-10,233	Closed	-$82.4K	–	1614
2023 Q2	$82.4K	Sell	10,233 -5,046	-33%	-$33.8K	﹤0.01%	1601
2023 Q1	$89.7K	Buy	+15,279	New	+$79.8K	﹤0.01%	1532

Other funds holding BITQ

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Orion Portfolio Solutions's BITQ Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Bitwise Crypto Industry Innovators ETF (BITQ) stake by 43% in Q1 2025, buying an estimated $833K and bringing the position to 167,867 shares worth $2.04M. The position accounts for 0.02% of the portfolio, ranked #695.

Orion Portfolio Solutions first reported a position in BITQ in Q1 2023 and has held it in 7 quarters since. 78 funds tracked by Wall St. Rank hold BITQ as of Q1 2025.

Orion Portfolio Solutions held 167,867 shares of Bitwise Crypto Industry Innovators ETF worth $2.04M as of Q1 2025.
Orion Portfolio Solutions bought 50,747 Bitwise Crypto Industry Innovators ETF shares in Q1 2025, an estimated $833K.
Bitwise Crypto Industry Innovators ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #695 holding.
Orion Portfolio Solutions first reported a position in Bitwise Crypto Industry Innovators ETF in Q1 2023 and has held it in 7 quarters since.
78 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.