Arete Wealth Advisors’s Bitwise Bitcoin ETF BITB Stock Holding History

Arete Wealth Advisors’s Portfolio BITB Stock Details BITB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$419K	Sell	13,160 -6,954	-35%	-$271K	0.03%	304
2026 Q1	$740K	Sell	20,114 -8,345	-29%	-$346K	0.06%	242
2025 Q4	$1.35M	Sell	28,459 -1,154	-4%	-$62.8K	0.09%	206
2025 Q3	$1.84M	Buy	29,613 +9,808	+50%	+$611K	0.12%	181
2025 Q2	$1.16M	Buy	19,805 +943	+5%	+$50.6K	0.08%	233
2025 Q1	$847K	Sell	18,862 -3,250	-15%	-$165K	0.06%	270
2024 Q4	$1.13M	Buy	22,112 +9,350	+73%	+$423K	0.08%	238
2024 Q3	$441K	Sell	12,762 -4,662	-27%	-$155K	0.04%	404
2024 Q2	$571K	Sell	17,424 -183	-1%	-$6.54K	0.05%	356
2024 Q1	$682K	Buy	+17,607	New	+$525K	0.06%	266

Other funds holding BITB

ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Arete Wealth Advisors's BITB Position: Q2 2026 in Review

Arete Wealth Advisors reduced its Bitwise Bitcoin ETF (BITB) stake by 35% in Q2 2026, selling an estimated $271K and leaving 13,160 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #304.

Arete Wealth Advisors first reported a position in BITB in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.84M in Q3 2025. 271 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

Arete Wealth Advisors held 13,160 shares of Bitwise Bitcoin ETF worth $419K as of Q2 2026.
Arete Wealth Advisors sold 6,954 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $271K.
Bitwise Bitcoin ETF made up 0.03% of Arete Wealth Advisors's portfolio in Q2 2026, its #304 holding.
Arete Wealth Advisors first reported a position in Bitwise Bitcoin ETF in Q1 2024 and has held it in 10 quarters since.
Arete Wealth Advisors's Bitwise Bitcoin ETF position peaked at $1.84M in Q3 2025.
271 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.