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Balboa Wealth Partners’s Bitwise Bitcoin ETF BITB Stock Holding History

Balboa Wealth Partners’s Portfolio BITB Stock Details BITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,908
Closed -$243K – 435
2025
Q3 		$243K Sell
3,908
-191
-5% -$11.9K 0.04% 317
2025
Q2 		$240K Buy
+4,099
New +$220K 0.05% 293

Other funds holding BITB

Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Balboa Wealth Partners's BITB Position: Q4 2025 in Review

Balboa Wealth Partners sold out of Bitwise Bitcoin ETF (BITB) in Q4 2025, closing a stake of 3,908 shares — an estimated $243K sold.

Balboa Wealth Partners first reported a position in BITB in Q2 2025 and held it in 2 quarters. The position peaked at $243K in Q3 2025. 314 funds tracked by Wall St. Rank hold BITB as of Q4 2025.

  • Balboa Wealth Partners reported no remaining Bitwise Bitcoin ETF position as of Q4 2025 after selling out during the quarter.
  • Balboa Wealth Partners sold 3,908 Bitwise Bitcoin ETF shares in Q4 2025, an estimated $243K.
  • Balboa Wealth Partners first reported a position in Bitwise Bitcoin ETF in Q2 2025 and held it in 2 quarters.
  • Balboa Wealth Partners's Bitwise Bitcoin ETF position peaked at $243K in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q4 2025.

Based on Balboa Wealth Partners's 13F filing for Q4 2025, filed 16 Jan 2026.