Ballew Advisors’s Bitwise Bitcoin ETF BITB Stock Holding History

Ballew Advisors’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
2026 Q2	$200K	Hold	6,005	–	–	0.1%	125
2026 Q1	$235K	Hold	6,005	–	–	0.13%	109
2025 Q4	$308K	Hold	6,005	–	–	0.17%	92
2025 Q3	$368K	Buy	6,005 +5	+0.1%	+$311	0.21%	85
2025 Q2	$357K	Hold	6,000	–	–	0.21%	81
2025 Q1	$274K	Hold	6,000	–	–	0.18%	90
2024 Q4	$306K	Buy	+6,000	New	+$271K	0.2%	86
2024 Q3	–	Sell	-6,000	Closed	-$207K	–	106
2024 Q2	$207K	Hold	6,000	–	–	0.14%	97
2024 Q1	$230K	Buy	+6,000	New	+$179K	0.16%	92

Other funds holding BITB

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return