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Appalachian Capital Management’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Appalachian Capital 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
Q3 		$174K Buy
+15,579
New +$150K 0.13% 47

Other funds holding BITO

MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Appalachian Capital Management's BITO Position: Q3 2026 in Review

Appalachian Capital Management opened a new position in ProShares Bitcoin Strategy ETF (BITO) in Q3 2026: 15,579 shares worth $174K. The stake represents 0.13% of the portfolio and ranks #47 among its holdings.

17 funds tracked by Wall St. Rank hold BITO as of Q3 2026.

  • Appalachian Capital Management held 15,579 shares of ProShares Bitcoin Strategy ETF worth $174K as of Q3 2026.
  • ProShares Bitcoin Strategy ETF was a new Appalachian Capital Management position in Q3 2026.
  • ProShares Bitcoin Strategy ETF made up 0.13% of Appalachian Capital Management's portfolio in Q3 2026, its #47 holding.
  • 17 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q3 2026.

Based on Appalachian Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.