180 Wealth Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

180 Wealth Advisors’s Portfolio FBTC Stock Details FBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.49M	Sell	29,198 -2,462	-8%	-$154K	0.15%	153
2026 Q1	$1.87M	Buy	31,660 +11,213	+55%	+$746K	0.21%	119
2025 Q4	$1.56M	Buy	+20,447	New	+$1.78M	0.18%	121
2025 Q1	–	Sell	-3,430	Closed	-$280K	–	423
2024 Q4	$280K	Buy	+3,430	New	+$249K	0.04%	332

Other funds holding FBTC

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return