Strategic Family Wealth Counselors’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Strategic Family Wealth Counselors’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 Q1	$1.51M	Sell	80,328 -3,602	-4%	-$75K	0.4%	54
2025 Q4	$1.93M	Buy	83,930 +3,487	+4%	+$85.8K	0.43%	53
2025 Q3	$2.02M	Buy	80,443 +1,051	+1%	+$22.3K	0.52%	45
2025 Q2	$1.57M	Hold	79,392	–	–	0.45%	52
2025 Q1	$964K	Buy	79,392 +1,700	+2%	+$27.9K	0.31%	60
2024 Q4	$1.31M	Hold	77,692	–	–	0.43%	52
2024 Q3	$1.04M	Hold	77,692	–	–	0.36%	53
2024 Q2	$1.05M	Hold	77,692	–	–	0.4%	49
2024 Q1	$1.02M	Hold	77,692	–	–	0.4%	48
2023 Q4	$900K	Hold	77,692	–	–	0.38%	50
2023 Q3	$521K	Hold	77,692	–	–	0.25%	54
2023 Q2	$625K	Hold	77,692	–	–	0.29%	50
2023 Q1	$456K	Hold	77,692	–	–	0.22%	57
2022 Q4	$263K	Buy	+77,692	New	+$386K	0.13%	82

Other funds holding BITQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

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

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

Strategic Family Wealth Counselors's BITQ Position: Q1 2026 in Review

Strategic Family Wealth Counselors reduced its Bitwise Crypto Industry Innovators ETF (BITQ) stake by 4.3% in Q1 2026, selling an estimated $75K and leaving 80,328 shares worth $1.51M. The position accounts for 0.4% of the portfolio, ranked #54.

Strategic Family Wealth Counselors first reported a position in BITQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.02M in Q3 2025. 93 funds tracked by Wall St. Rank hold BITQ as of Q1 2026.

Strategic Family Wealth Counselors held 80,328 shares of Bitwise Crypto Industry Innovators ETF worth $1.51M as of Q1 2026.
Strategic Family Wealth Counselors sold 3,602 Bitwise Crypto Industry Innovators ETF shares in Q1 2026, an estimated $75K.
Bitwise Crypto Industry Innovators ETF made up 0.4% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #54 holding.
Strategic Family Wealth Counselors first reported a position in Bitwise Crypto Industry Innovators ETF in Q4 2022 and has held it in 14 quarters since.
Strategic Family Wealth Counselors's Bitwise Crypto Industry Innovators ETF position peaked at $2.02M in Q3 2025.
93 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.