XP Advisory US, Inc.’s iShares Bitcoin Trust IBIT Stock Holding History

XP Advisory US, Inc.’s Portfolio IBIT Stock Details IBIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$386K	Buy	+11,603	New	+$472K	0.21%	18

Other funds holding IBIT

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

XP Advisory US, Inc.'s IBIT Position: Q2 2026 in Review

XP Advisory US, Inc. opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 11,603 shares worth $386K. The stake represents 0.21% of the portfolio and ranks #18 among its holdings.

678 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

XP Advisory US, Inc. held 11,603 shares of iShares Bitcoin Trust worth $386K as of Q2 2026.
iShares Bitcoin Trust was a new XP Advisory US, Inc. position in Q2 2026.
iShares Bitcoin Trust made up 0.21% of XP Advisory US, Inc.'s portfolio in Q2 2026, its #18 holding.
678 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on XP Advisory US, Inc.'s 13F filing for Q2 2026, filed 30 Jul 2026.