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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
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

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
SA
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
LI
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

Sigma Planning Corp's BITQ Position: Q2 2026 in Review

Sigma Planning Corp opened a new position in Bitwise Crypto Industry Innovators ETF (BITQ) in Q2 2026: 19,425 shares worth $476K. The stake represents 0.01% of the portfolio and ranks #934 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in BITQ as recently as Q4 2025.

Sigma Planning Corp first reported a position in BITQ in Q4 2025 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold BITQ as of Q2 2026.

  • Sigma Planning Corp held 19,425 shares of Bitwise Crypto Industry Innovators ETF worth $476K as of Q2 2026.
  • Bitwise Crypto Industry Innovators ETF was a new Sigma Planning Corp position in Q2 2026.
  • Bitwise Crypto Industry Innovators ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #934 holding.
  • Sigma Planning Corp first reported a position in Bitwise Crypto Industry Innovators ETF in Q4 2025 and has held it in 2 quarters since.
  • 104 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.