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BOLTON SECURITIES CORPORATION’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$324K Sell
12,767
-14,968
-54% -$367K 0.01% 723
2026
Q2 		$680K Buy
27,735
+6,758
+32% +$171K 0.03% 517
2026
Q1 		$396K Buy
+20,977
New +$437K 0.02% 607
2025
Q3 		$56.3K Buy
+2,246
New +$47.6K ﹤0.01% 1114

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's BITQ Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Bitwise Crypto Industry Innovators ETF (BITQ) stake by 54% in Q3 2026, selling an estimated $367K and leaving 12,767 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #723.

BOLTON SECURITIES CORPORATION first reported a position in BITQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $680K in Q2 2026. 71 funds tracked by Wall St. Rank hold BITQ as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 12,767 shares of Bitwise Crypto Industry Innovators ETF worth $324K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 14,968 Bitwise Crypto Industry Innovators ETF shares in Q3 2026, an estimated $367K.
  • Bitwise Crypto Industry Innovators ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #723 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Bitwise Crypto Industry Innovators ETF in Q3 2025 and has held it in 4 quarters since.
  • BOLTON SECURITIES CORPORATION's Bitwise Crypto Industry Innovators ETF position peaked at $680K in Q2 2026.
  • 71 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.