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Axxcess Wealth Management’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Axxcess Wealth Management’s Portfolio BITO Stock Details BITO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-22,165
Closed -$716K – 852
2024
Q1 		$716K Sell
22,165
-47,747
-68% -$1.2M 0.02% 449
2023
Q4 		$1.43M Buy
+69,912
New +$1.26M 0.04% 288
2023
Q2 		– Sell
-26,871
Closed -$471K – 600
2023
Q1 		$471K Buy
+26,871
New +$386K 0.04% 384

Other funds holding BITO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RCMF
RK Capital Management (Florida) Weston, Florida $2.6B AUM 83.27% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
UCMOK
United Capital Management of KS Salina, Kansas $660M AUM 50.85% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Axxcess Wealth Management's BITO Position: Q2 2024 in Review

Axxcess Wealth Management sold out of ProShares Bitcoin Strategy ETF (BITO) in Q2 2024, closing a stake of 22,165 shares — an estimated $716K sold.

Axxcess Wealth Management first reported a position in BITO in Q1 2023 and held it in 3 quarters. The position peaked at $1.43M in Q4 2023. 185 funds tracked by Wall St. Rank hold BITO as of Q2 2024.

  • Axxcess Wealth Management reported no remaining ProShares Bitcoin Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 22,165 ProShares Bitcoin Strategy ETF shares in Q2 2024, an estimated $716K.
  • Axxcess Wealth Management first reported a position in ProShares Bitcoin Strategy ETF in Q1 2023 and held it in 3 quarters.
  • Axxcess Wealth Management's ProShares Bitcoin Strategy ETF position peaked at $1.43M in Q4 2023.
  • 185 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.