Advisory Solutions Group’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Advisory Solutions Group’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	$1.93M	Buy	+26,577	New	+$1.65M	0.41%	69

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

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

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

Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Advisory Solutions Group's FBTC Position: Q3 2026 in Review

Advisory Solutions Group opened a new position in Fidelity Wise Origin Bitcoin Fund (FBTC) in Q3 2026: 26,577 shares worth $1.93M. The stake represents 0.41% of the portfolio and ranks #69 among its holdings.

180 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

Advisory Solutions Group held 26,577 shares of Fidelity Wise Origin Bitcoin Fund worth $1.93M as of Q3 2026.
Fidelity Wise Origin Bitcoin Fund was a new Advisory Solutions Group position in Q3 2026.
Fidelity Wise Origin Bitcoin Fund made up 0.41% of Advisory Solutions Group's portfolio in Q3 2026, its #69 holding.
180 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.