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 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

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

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

Activest Wealth Management reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 66% in Q2 2026, selling an estimated $1.15M and leaving 9,451 shares worth $482K. The position accounts for 0.09% of the portfolio, ranked #73.

Activest Wealth Management first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.64M in Q1 2026. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Activest Wealth Management held 9,451 shares of Fidelity Wise Origin Bitcoin Fund worth $482K as of Q2 2026.
Activest Wealth Management sold 18,348 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $1.15M.
Fidelity Wise Origin Bitcoin Fund made up 0.09% of Activest Wealth Management's portfolio in Q2 2026, its #73 holding.
Activest Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
Activest Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $1.64M in Q1 2026.
88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.