Avior Wealth Management, LLC BITQ β€” BITWISE CRYPTO INDUSTRY INNOVATORS ETF

Ownership history in Avior Wealth Management, LLC  Β·  2 quarters on record

AI Ownership Summary

Avior Wealth Management, LLC reported BITWISE CRYPTO INDUSTRY INNOVATORS ETF (BITQ) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q2. The latest visible filing shows BITQ at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BITQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avior Wealth Management, LLC's position in BITWISE CRYPTO INDUSTRY INNOVATORS ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BITQ was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Avior Wealth Management, LLC held BITQ β€” position size vs. price
% of Fund (quarterly)    BITQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 13,166 +13,115 +25715.7% 0.01% $323K 2026-07-07 $23.62
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Avior Wealth Management, LLC and BITQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Avior Wealth Management, LLC reported owning BITQ?

Avior Wealth Management, LLC reported BITQ across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported BITQ position in Avior Wealth Management, LLC's portfolio?

The largest reported portfolio weight for BITQ was 0.01% in 2026 Q2.

What is the latest reported BITQ position on this page?

The most recent filing on this page is 2026 Q2, when Avior Wealth Management, LLC reported 13,166 shares, equal to 0.01% of portfolio, with an estimated market value of $323K.

What does the chart on this BITQ ownership page compare?

The chart compares Avior Wealth Management, LLC's quarterly BITQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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