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Barrett & Company’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Barrett & Company’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
2026
Q1 		$466 Hold
50
– – ﹤0.01% 632
2025
Q4 		$608 Hold
50
– – ﹤0.01% 638
2025
Q3 		$984 Buy
+50
New +$1.04K ﹤0.01% 610

Other funds holding BITO

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

Barrett & Company's BITO Position: Q1 2026 in Review

Barrett & Company held its ProShares Bitcoin Strategy ETF (BITO) position steady in Q1 2026 at 50 shares worth $466. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Barrett & Company first reported a position in BITO in Q3 2025 and has held it in 3 quarters since. The position peaked at $984 in Q3 2025. 205 funds tracked by Wall St. Rank hold BITO as of Q1 2026.

  • Barrett & Company held 50 shares of ProShares Bitcoin Strategy ETF worth $466 as of Q1 2026.
  • Barrett & Company left its ProShares Bitcoin Strategy ETF share count unchanged in Q1 2026.
  • ProShares Bitcoin Strategy ETF made up ﹤0.01% of Barrett & Company's portfolio in Q1 2026, its #632 holding.
  • Barrett & Company first reported a position in ProShares Bitcoin Strategy ETF in Q3 2025 and has held it in 3 quarters since.
  • Barrett & Company's ProShares Bitcoin Strategy ETF position peaked at $984 in Q3 2025.
  • 205 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.