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

TFC Financial Management’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	$151	Hold	8	–	–	﹤0.01%	820
2025 Q4	$160	Hold	8	–	–	﹤0.01%	809
2025 Q3	$201	Hold	8	–	–	﹤0.01%	798
2025 Q2	$158	Hold	8	–	–	﹤0.01%	814
2025 Q1	$98	Hold	8	–	–	﹤0.01%	824
2024 Q4	$136	Hold	8	–	–	﹤0.01%	785
2024 Q3	$107	Buy	8 +3	+60%	+$39	﹤0.01%	836
2024 Q2	$68	Sell	5 -5	-50%	-$60	﹤0.01%	880
2024 Q1	$132	Buy	+10	New	+$108	﹤0.01%	789

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 $235B AUM 32.99% 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

TFC Financial Management's BITQ Position: Q1 2026 in Review

TFC Financial Management held its Bitwise Crypto Industry Innovators ETF (BITQ) position steady in Q1 2026 at 8 shares worth $151. The position accounts for ﹤0.01% of the portfolio, ranked #820.

TFC Financial Management first reported a position in BITQ in Q1 2024 and has held it in 9 quarters since. The position peaked at $201 in Q3 2025. 92 funds tracked by Wall St. Rank hold BITQ as of Q1 2026.

TFC Financial Management held 8 shares of Bitwise Crypto Industry Innovators ETF worth $151 as of Q1 2026.
TFC Financial Management left its Bitwise Crypto Industry Innovators ETF share count unchanged in Q1 2026.
Bitwise Crypto Industry Innovators ETF made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #820 holding.
TFC Financial Management first reported a position in Bitwise Crypto Industry Innovators ETF in Q1 2024 and has held it in 9 quarters since.
TFC Financial Management's Bitwise Crypto Industry Innovators ETF position peaked at $201 in Q3 2025.
92 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.