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

Beaird Harris 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
2023 Q4	–	Sell	-47	Closed	-$650	–	604
2023 Q3	$650	Hold	47	–	–	﹤0.01%	410
2023 Q2	$799	Hold	47	–	–	﹤0.01%	410
2023 Q1	$824	Hold	47	–	–	﹤0.01%	420
2022 Q4	$490	Buy	+47	New	+$525	﹤0.01%	701

Other funds holding BITO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

Beaird Harris Wealth Management's BITO Position: Q4 2023 in Review

Beaird Harris Wealth Management sold out of ProShares Bitcoin Strategy ETF (BITO) in Q4 2023, closing a stake of 47 shares — an estimated $650 sold.

Beaird Harris Wealth Management first reported a position in BITO in Q4 2022 and held it in 4 quarters. The position peaked at $824 in Q1 2023. 189 funds tracked by Wall St. Rank hold BITO as of Q4 2023.

Beaird Harris Wealth Management reported no remaining ProShares Bitcoin Strategy ETF position as of Q4 2023 after selling out during the quarter.
Beaird Harris Wealth Management sold 47 ProShares Bitcoin Strategy ETF shares in Q4 2023, an estimated $650.
Beaird Harris Wealth Management first reported a position in ProShares Bitcoin Strategy ETF in Q4 2022 and held it in 4 quarters.
Beaird Harris Wealth Management's ProShares Bitcoin Strategy ETF position peaked at $824 in Q1 2023.
189 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q4 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2023, filed 27 Feb 2024.