Sigma Planning Corp
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Sigma Planning Corp’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Sigma Planning Corp’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
Q3 		$485K Sell
19,128
-297
-2% -$7.28K 0.01% 853
2026
Q2 		$476K Buy
+19,425
New +$492K 0.01% 934
2026
Q1 		– Sell
-10,143
Closed -$202K – 1325
2025
Q4 		$202K Buy
+10,143
New +$250K 0.01% 1221

Other funds holding BITQ

Salus Financial Advisors
Salus Financial Advisors Colorado Springs, Colorado $210M AUM 12% 1-Year Est. Return
Founders Capital Management (Texas)
Founders Capital Management (Texas) Houston, Texas $220M AUM 46.36% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Gainplan
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Sigma Planning Corp's BITQ Position: Q3 2026 in Review

Sigma Planning Corp reduced its Bitwise Crypto Industry Innovators ETF (BITQ) stake by 1.5% in Q3 2026, selling an estimated $7.28K and leaving 19,128 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #853.

Sigma Planning Corp first reported a position in BITQ in Q4 2025 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold BITQ as of Q3 2026.

  • Sigma Planning Corp held 19,128 shares of Bitwise Crypto Industry Innovators ETF worth $485K as of Q3 2026.
  • Sigma Planning Corp sold 297 Bitwise Crypto Industry Innovators ETF shares in Q3 2026, an estimated $7.28K.
  • Bitwise Crypto Industry Innovators ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #853 holding.
  • Sigma Planning Corp first reported a position in Bitwise Crypto Industry Innovators ETF in Q4 2025 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.