Abound Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Abound Wealth Management’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	$1.54M	Buy	30,221 +1,150	+4%	+$71.9K	0.31%	30
2026 Q1	$1.72M	Sell	29,071 -1,489	-5%	-$99.1K	0.39%	29
2025 Q4	$2.33M	Buy	30,560 +3,242	+12%	+$283K	0.55%	27
2025 Q3	$2.73M	Buy	27,318 +1,493	+6%	+$149K	0.68%	25
2025 Q2	$2.43M	Buy	25,825 +45	+0.2%	+$3.87K	0.69%	25
2025 Q1	$1.86M	Buy	25,780 +59	+0.2%	+$4.8K	0.62%	24
2024 Q4	$2.1M	Sell	25,721 -37	-0.1%	-$2.68K	0.67%	23
2024 Q3	$1.43M	Buy	25,758 +37	+0.1%	+$1.97K	0.48%	26
2024 Q2	$1.35M	Buy	25,721 +1,559	+6%	+$89.4K	0.5%	26
2024 Q1	$1.5M	Buy	+24,162	New	+$1.16M	0.57%	24

Other funds holding FBTC

LWAM

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

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

BHWM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIS

AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

SWM

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FHC

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

Abound Wealth Management's FBTC Position: Q2 2026 in Review

Abound Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 4% in Q2 2026, buying an estimated $71.9K and bringing the position to 30,221 shares worth $1.54M. The position accounts for 0.31% of the portfolio, ranked #30.

Abound Wealth Management first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.73M in Q3 2025. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Abound Wealth Management held 30,221 shares of Fidelity Wise Origin Bitcoin Fund worth $1.54M as of Q2 2026.
Abound Wealth Management bought 1,150 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $71.9K.
Fidelity Wise Origin Bitcoin Fund made up 0.31% of Abound Wealth Management's portfolio in Q2 2026, its #30 holding.
Abound Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
Abound Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $2.73M in Q3 2025.
88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.