Avaii Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Avaii Wealth Management’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	$8.34M	Buy	113,787 +24,638	+28%	+$1.53M	2.4%	14
2026 Q2	$4.55M	Sell	89,149 -28,956	-25%	-$1.81M	1.34%	23
2026 Q1	$6.97M	Buy	118,105 +9,627	+9%	+$640K	2.43%	16
2025 Q4	$8.27M	Buy	108,478 +23,873	+28%	+$2.08M	3%	11
2025 Q3	$8.44M	Buy	84,605 +7,072	+9%	+$707K	3.21%	9
2025 Q2	$7.29M	Buy	77,533 +38,014	+96%	+$3.27M	3.24%	11
2025 Q1	$2.84M	Buy	39,519 +3,700	+10%	+$301K	1.52%	18
2024 Q4	$2.92M	Buy	+35,819	New	+$2.6M	1.44%	19

Other funds holding FBTC

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Avaii Wealth Management's FBTC Position: Q3 2026 in Review

Avaii Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 28% in Q3 2026, buying an estimated $1.53M and bringing the position to 113,787 shares worth $8.34M. The position accounts for 2.4% of the portfolio, ranked #14.

Avaii Wealth Management first reported a position in FBTC in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.44M in Q3 2025. 27 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

Avaii Wealth Management held 113,787 shares of Fidelity Wise Origin Bitcoin Fund worth $8.34M as of Q3 2026.
Avaii Wealth Management bought 24,638 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $1.53M.
Fidelity Wise Origin Bitcoin Fund made up 2.4% of Avaii Wealth Management's portfolio in Q3 2026, its #14 holding.
Avaii Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 8 quarters since.
Avaii Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $8.44M in Q3 2025.
27 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.