AE Wealth Management’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

AE Wealth Management’s Portfolio BITO Stock Details BITO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$175K	Sell	21,985 -537	-2%	-$5.27K	﹤0.01%	1757
2026 Q1	$210K	Buy	22,522 +11,533	+105%	+$122K	﹤0.01%	1579
2025 Q4	$134K	Buy	+10,989	New	+$172K	﹤0.01%	1616
2025 Q1	–	Sell	-136	Closed	-$3.1K	–	2156
2024 Q4	$3.1K	Buy	+136	New	+$3.02K	﹤0.01%	1962
2024 Q1	–	Sell	-362,159	Closed	-$7.35M	–	1227
2023 Q4	$7.35M	Buy	362,159 +184,968	+104%	+$3.35M	0.04%	477
2023 Q3	$2.45M	Buy	177,191 +26,236	+17%	+$384K	0.01%	778
2023 Q2	$2.56M	Buy	150,955 +77,835	+106%	+$1.26M	0.02%	763
2023 Q1	$1.28M	Buy	73,120 +60,616	+485%	+$870K	0.01%	952
2022 Q4	$130K	Sell	12,504 -84,732	-87%	-$946K	﹤0.01%	1705
2022 Q3	$1.17M	Sell	97,236 -91,946	-49%	-$1.21M	0.01%	889
2022 Q2	$2.2M	Buy	+189,182	New	+$3.81M	0.02%	636

Other funds holding BITO

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

FCG

Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

AE Wealth Management's BITO Position: Q2 2026 in Review

AE Wealth Management reduced its ProShares Bitcoin Strategy ETF (BITO) stake by 2.4% in Q2 2026, selling an estimated $5.27K and leaving 21,985 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #1757.

AE Wealth Management first reported a position in BITO in Q2 2022 and has held it in 11 quarters since. The position peaked at $7.35M in Q4 2023. 193 funds tracked by Wall St. Rank hold BITO as of Q2 2026.

AE Wealth Management held 21,985 shares of ProShares Bitcoin Strategy ETF worth $175K as of Q2 2026.
AE Wealth Management sold 537 ProShares Bitcoin Strategy ETF shares in Q2 2026, an estimated $5.27K.
ProShares Bitcoin Strategy ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1757 holding.
AE Wealth Management first reported a position in ProShares Bitcoin Strategy ETF in Q2 2022 and has held it in 11 quarters since.
AE Wealth Management's ProShares Bitcoin Strategy ETF position peaked at $7.35M in Q4 2023.
193 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.