Stifel Financial
BITQ icon

Stifel Financial’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Stifel Financial’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 		$12.9M Sell
528,134
-25,772
-5% -$652K 0.01% 870
2026
Q1 		$10.4M Sell
553,906
-62,154
-10% -$1.29M 0.01% 930
2025
Q4 		$12.3M Sell
616,060
-12,412
-2% -$306K 0.01% 854
2025
Q3 		$15.8M Buy
628,472
+163,813
+35% +$3.47M 0.01% 725
2025
Q2 		$9.16M Buy
464,659
+160,217
+53% +$2.5M 0.01% 924
2025
Q1 		$3.7M Buy
304,442
+200,395
+193% +$3.29M ﹤0.01% 1356
2024
Q4 		$1.76M Buy
104,047
+39,793
+62% +$700K ﹤0.01% 1864
2024
Q3 		$857K Buy
64,254
+2,465
+4% +$32.2K ﹤0.01% 2334
2024
Q2 		$833K Buy
61,789
+5,113
+9% +$61.5K ﹤0.01% 2294
2024
Q1 		$746K Buy
56,676
+6,204
+12% +$67.1K ﹤0.01% 2379
2023
Q4 		$585K Buy
50,472
+28,277
+127% +$232K ﹤0.01% 2478
2023
Q3 		$149K Sell
22,195
-122,459
-85% -$1.02M ﹤0.01% 3049
2023
Q2 		$1.16M Sell
144,654
-11,295
-7% -$75.6K ﹤0.01% 1987
2023
Q1 		$915K Buy
155,949
+7,612
+5% +$39.8K ﹤0.01% 2114
2022
Q4 		$503K Sell
148,337
-33,207
-18% -$165K ﹤0.01% 2465
2022
Q3 		$1.16M Buy
181,544
+15,344
+9% +$115K ﹤0.01% 1862
2022
Q2 		$922K Buy
166,200
+53,327
+47% +$538K ﹤0.01% 2057
2022
Q1 		$1.96M Buy
112,873
+68,315
+153% +$1.15M ﹤0.01% 1629
2021
Q4 		$936K Buy
+44,558
New +$1.18M ﹤0.01% 2178

Other funds holding BITQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Stifel Financial's BITQ Position: Q2 2026 in Review

Stifel Financial reduced its Bitwise Crypto Industry Innovators ETF (BITQ) stake by 4.7% in Q2 2026, selling an estimated $652K and leaving 528,134 shares worth $12.9M. The position accounts for 0.01% of the portfolio, ranked #870.

Stifel Financial first reported a position in BITQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.8M in Q3 2025. 104 funds tracked by Wall St. Rank hold BITQ as of Q2 2026.

  • Stifel Financial held 528,134 shares of Bitwise Crypto Industry Innovators ETF worth $12.9M as of Q2 2026.
  • Stifel Financial sold 25,772 Bitwise Crypto Industry Innovators ETF shares in Q2 2026, an estimated $652K.
  • Bitwise Crypto Industry Innovators ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #870 holding.
  • Stifel Financial first reported a position in Bitwise Crypto Industry Innovators ETF in Q4 2021 and has held it in 19 quarters since.
  • Stifel Financial's Bitwise Crypto Industry Innovators ETF position peaked at $15.8M in Q3 2025.
  • 104 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.