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

Avior 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 Q2	$293K	Sell	5,743 -26,241	-82%	-$1.64M	0.01%	666
2026 Q1	$1.89M	Buy	31,984 +263	+0.8%	+$17.5K	0.05%	261
2025 Q4	$2.42M	Sell	31,721 -1,635	-5%	-$143K	0.08%	180
2025 Q3	$3.33M	Sell	33,356 -460	-1%	-$46K	0.11%	143
2025 Q2	$3.18M	Buy	33,816 +124	+0.4%	+$10.7K	0.11%	141
2025 Q1	$2.42M	Buy	33,692 +521	+2%	+$42.4K	0.09%	159
2024 Q4	$2.71M	Buy	33,171 +175	+0.5%	+$12.7K	0.1%	148
2024 Q3	$1.83M	Buy	32,996 +8,236	+33%	+$439K	0.07%	179
2024 Q2	$1.3M	Buy	24,760 +23,352	+1,659%	+$1.34M	0.06%	224
2024 Q1	$87.4K	Buy	+1,408	New	+$67.4K	﹤0.01%	1021

Other funds holding FBTC

LWAM

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

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 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

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

Avior Wealth Management's FBTC Position: Q2 2026 in Review

Avior Wealth Management reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 82% in Q2 2026, selling an estimated $1.64M and leaving 5,743 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #666.

Avior Wealth Management first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.33M in Q3 2025. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Avior Wealth Management held 5,743 shares of Fidelity Wise Origin Bitcoin Fund worth $293K as of Q2 2026.
Avior Wealth Management sold 26,241 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $1.64M.
Fidelity Wise Origin Bitcoin Fund made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #666 holding.
Avior Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
Avior Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $3.33M in Q3 2025.
88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.