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

Activest 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 Q3	$679K	Sell	9,346 -105	-1%	-$6.5K	0.13%	59
2026 Q2	$482K	Sell	9,451 -18,348	-66%	-$1.15M	0.09%	73
2026 Q1	$1.64M	Buy	27,799 +27,356	+6,175%	+$1.82M	0.29%	39
2025 Q4	$33.8K	Buy	443 +80	+22%	+$6.98K	0.01%	388
2025 Q3	$36.2K	Buy	363 +31	+9%	+$3.1K	0.01%	295
2025 Q2	$31.2K	Buy	332 +27	+9%	+$2.32K	0.01%	258
2025 Q1	$22K	Hold	305	–	–	0.01%	282
2024 Q4	$24.9K	Buy	+305	New	+$22.1K	0.01%	230

Other funds holding FBTC

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Activest Wealth Management's FBTC Position: Q3 2026 in Review

Activest Wealth Management reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 1.1% in Q3 2026, selling an estimated $6.5K and leaving 9,346 shares worth $679K. The position accounts for 0.13% of the portfolio, ranked #59.

Activest Wealth Management first reported a position in FBTC in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.64M in Q1 2026. 265 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

Activest Wealth Management held 9,346 shares of Fidelity Wise Origin Bitcoin Fund worth $679K as of Q3 2026.
Activest Wealth Management sold 105 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $6.5K.
Fidelity Wise Origin Bitcoin Fund made up 0.13% of Activest Wealth Management's portfolio in Q3 2026, its #59 holding.
Activest Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 8 quarters since.
Activest Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $1.64M in Q1 2026.
265 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.