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 Q2	$2.61K	Buy	+72	New	+$2.79K	﹤0.01%	2124

Other funds holding BITC

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $145M AUM

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Action Point Financial Planning opened a new position in Bitwise Bitcoin Strategy Optimum Roll ETF (BITC) in Q2 2026: 72 shares worth $2.61K. The stake represents ﹤0.01% of the portfolio and ranks #2124 among its holdings.

9 funds tracked by Wall St. Rank hold BITC as of Q2 2026.

Action Point Financial Planning held 72 shares of Bitwise Bitcoin Strategy Optimum Roll ETF worth $2.61K as of Q2 2026.
Bitwise Bitcoin Strategy Optimum Roll ETF was a new Action Point Financial Planning position in Q2 2026.
Bitwise Bitcoin Strategy Optimum Roll ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2124 holding.
9 funds tracked by Wall St. Rank held Bitwise Bitcoin Strategy Optimum Roll ETF as of Q2 2026.

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