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Arkfeld Wealth Strategies’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Arkfeld Wealth Strategies’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 		– Sell
-3,120
Closed -$204K – 120
2026
Q1 		$204K Hold
3,120
– – 0.06% 110
2025
Q4 		$247K Hold
3,120
– – 0.09% 93
2025
Q3 		$334K Hold
3,120
– – 0.12% 81
2025
Q2 		$294K Buy
+3,120
New +$269K 0.12% 81

Other funds holding FBTC

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BM
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
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
CA
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

Arkfeld Wealth Strategies's FBTC Position: Q2 2026 in Review

Arkfeld Wealth Strategies sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026, closing a stake of 3,120 shares — an estimated $204K sold.

Arkfeld Wealth Strategies first reported a position in FBTC in Q2 2025 and held it in 4 quarters. The position peaked at $334K in Q3 2025. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Arkfeld Wealth Strategies reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q2 2026 after selling out during the quarter.
  • Arkfeld Wealth Strategies sold 3,120 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $204K.
  • Arkfeld Wealth Strategies first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2025 and held it in 4 quarters.
  • Arkfeld Wealth Strategies's Fidelity Wise Origin Bitcoin Fund position peaked at $334K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Arkfeld Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.