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

Wellspring Financial Advisors’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 		$769K Hold
31,387
– – 0.05% 124
2026
Q1 		$592K Hold
31,387
– – 0.04% 146
2025
Q4 		$626K Hold
31,387
– – 0.05% 128
2025
Q3 		$787K Hold
31,387
– – 0.07% 74
2025
Q2 		$619K Sell
31,387
-100
-0.3% -$1.56K 0.06% 74
2025
Q1 		$382K Buy
31,487
+278
+0.9% +$4.57K 0.04% 83
2024
Q4 		$527K Hold
31,209
– – 0.06% 74
2024
Q3 		$416K Hold
31,209
– – 0.05% 93
2024
Q2 		$421K Hold
31,209
– – 0.06% 86
2024
Q1 		$411K Sell
31,209
-19,902
-39% -$215K 0.06% 80
2023
Q4 		$592K Buy
51,111
+460
+0.9% +$3.78K 0.15% 64
2023
Q3 		$339K Hold
50,651
– – 0.1% 82
2023
Q2 		$408K Hold
50,651
– – 0.12% 66
2023
Q1 		$297K Hold
50,651
– – 0.09% 85
2022
Q4 		$172K Buy
+50,651
New +$252K 0.06% 109

Other funds holding BITQ

LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Wellspring Financial Advisors's BITQ Position: Q2 2026 in Review

Wellspring Financial Advisors held its Bitwise Crypto Industry Innovators ETF (BITQ) position steady in Q2 2026 at 31,387 shares worth $769K. The position accounts for 0.05% of the portfolio, ranked #124.

Wellspring Financial Advisors first reported a position in BITQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $787K in Q3 2025. 18 funds tracked by Wall St. Rank hold BITQ as of Q2 2026.

  • Wellspring Financial Advisors held 31,387 shares of Bitwise Crypto Industry Innovators ETF worth $769K as of Q2 2026.
  • Wellspring Financial Advisors left its Bitwise Crypto Industry Innovators ETF share count unchanged in Q2 2026.
  • Bitwise Crypto Industry Innovators ETF made up 0.05% of Wellspring Financial Advisors's portfolio in Q2 2026, its #124 holding.
  • Wellspring Financial Advisors first reported a position in Bitwise Crypto Industry Innovators ETF in Q4 2022 and has held it in 15 quarters since.
  • Wellspring Financial Advisors's Bitwise Crypto Industry Innovators ETF position peaked at $787K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.