Action Point Financial Planning’s Bitwise Bitcoin Strategy Optimum Roll ETF BITC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-72	Closed	-$2.61K	–	656
2026 Q2	$2.61K	Buy	+72	New	+$2.79K	﹤0.01%	2124

Other funds holding BITC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Action Point Financial Planning's BITC Position: Q3 2026 in Review

Action Point Financial Planning sold out of Bitwise Bitcoin Strategy Optimum Roll ETF (BITC) in Q3 2026, closing a stake of 72 shares — an estimated $2.61K sold.

Action Point Financial Planning first reported a position in BITC in Q2 2026 and held it in 1 quarter. The position peaked at $2.61K in Q2 2026. 8 funds tracked by Wall St. Rank hold BITC as of Q3 2026.

Action Point Financial Planning reported no remaining Bitwise Bitcoin Strategy Optimum Roll ETF position as of Q3 2026 after selling out during the quarter.
Action Point Financial Planning sold 72 Bitwise Bitcoin Strategy Optimum Roll ETF shares in Q3 2026, an estimated $2.61K.
Action Point Financial Planning first reported a position in Bitwise Bitcoin Strategy Optimum Roll ETF in Q2 2026 and held it in 1 quarter.
Action Point Financial Planning's Bitwise Bitcoin Strategy Optimum Roll ETF position peaked at $2.61K in Q2 2026.
8 funds tracked by Wall St. Rank held Bitwise Bitcoin Strategy Optimum Roll ETF as of Q3 2026.

Based on Action Point Financial Planning's 13F filing for Q3 2026, filed 13 Nov 2026.