Action Point Financial Planning’s Bitwise Bitcoin ETF BITB Stock Holding History

Action Point Financial Planning’s Portfolio BITB Stock Details BITB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.65M	Buy	+51,827	New	+$2.02M	0.17%	122

Other funds holding BITB

ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

BHWM

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Action Point Financial Planning's BITB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Bitwise Bitcoin ETF (BITB) in Q2 2026: 51,827 shares worth $1.65M. The stake represents 0.17% of the portfolio and ranks #122 among its holdings.

271 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

Action Point Financial Planning held 51,827 shares of Bitwise Bitcoin ETF worth $1.65M as of Q2 2026.
Bitwise Bitcoin ETF was a new Action Point Financial Planning position in Q2 2026.
Bitwise Bitcoin ETF made up 0.17% of Action Point Financial Planning's portfolio in Q2 2026, its #122 holding.
271 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.