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Avantax Advisory Services’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$4.12M Buy
43,801
+11,100
+34% +$955K 0.02% 517
2025
Q1 		$2.35M Buy
32,701
+28,334
+649% +$2.3M 0.01% 673
2024
Q4 		$356K Buy
+4,367
New +$317K ﹤0.01% 1668

Other funds holding FBTC

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return

Avantax Advisory Services's FBTC Position: Q2 2025 in Review

Avantax Advisory Services increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 34% in Q2 2025, buying an estimated $955K and bringing the position to 43,801 shares worth $4.12M. The position accounts for 0.02% of the portfolio, ranked #517.

Avantax Advisory Services first reported a position in FBTC in Q4 2024 and has held it in 3 quarters since. 620 funds tracked by Wall St. Rank hold FBTC as of Q2 2025.

  • Avantax Advisory Services held 43,801 shares of Fidelity Wise Origin Bitcoin Fund worth $4.12M as of Q2 2025.
  • Avantax Advisory Services bought 11,100 Fidelity Wise Origin Bitcoin Fund shares in Q2 2025, an estimated $955K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #517 holding.
  • Avantax Advisory Services first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 3 quarters since.
  • 620 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.