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
Q3 		$13.5M Buy
530,691
+2,557
+0.5% +$62.7K 0.01% 850
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

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Strategic Family Wealth Counselors
Strategic Family Wealth Counselors Fairfield, New Jersey $429M AUM 8.84% 1-Year Est. Return

Stifel Financial's BITQ Position: Q3 2026 in Review

Stifel Financial increased its Bitwise Crypto Industry Innovators ETF (BITQ) stake by 0.48% in Q3 2026, buying an estimated $62.7K and bringing the position to 530,691 shares worth $13.5M. The position accounts for 0.01% of the portfolio, ranked #850.

Stifel Financial first reported a position in BITQ in Q4 2021 and has held it in 20 quarters since. The position peaked at $15.8M in Q3 2025. 76 funds tracked by Wall St. Rank hold BITQ as of Q3 2026.

  • Stifel Financial held 530,691 shares of Bitwise Crypto Industry Innovators ETF worth $13.5M as of Q3 2026.
  • Stifel Financial bought 2,557 Bitwise Crypto Industry Innovators ETF shares in Q3 2026, an estimated $62.7K.
  • Bitwise Crypto Industry Innovators ETF made up 0.01% of Stifel Financial's portfolio in Q3 2026, its #850 holding.
  • Stifel Financial first reported a position in Bitwise Crypto Industry Innovators ETF in Q4 2021 and has held it in 20 quarters since.
  • Stifel Financial's Bitwise Crypto Industry Innovators ETF position peaked at $15.8M in Q3 2025.
  • 76 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q3 2026.

Based on Stifel Financial's 13F filing for Q3 2026, filed 12 Nov 2026.