Beaird Harris Wealth Management’s Bitwise MSTR Option Income Strategy ETF IMST Stock Holding History

Beaird Harris Wealth Management’s Portfolio IMST Stock Details IMST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-835	Closed	-$8.57K	–	755
2026 Q1	$8.57K	Buy	835 +108	+15%	+$1.29K	﹤0.01%	376
2025 Q4	$9.17K	Buy	727 +4	+0.6%	+$88	﹤0.01%	401
2025 Q3	$24K	Buy	723 +168	+30%	+$7.4K	﹤0.01%	311
2025 Q2	$28.9K	Buy	+555	New	+$29.5K	﹤0.01%	303

Other funds holding IMST

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Beaird Harris Wealth Management's IMST Position: Q2 2026 in Review

Beaird Harris Wealth Management sold out of Bitwise MSTR Option Income Strategy ETF (IMST) in Q2 2026, closing a stake of 835 shares — an estimated $8.57K sold.

Beaird Harris Wealth Management first reported a position in IMST in Q2 2025 and held it in 4 quarters. The position peaked at $28.9K in Q2 2025. 1 fund tracked by Wall St. Rank holds IMST as of Q2 2026.

Beaird Harris Wealth Management reported no remaining Bitwise MSTR Option Income Strategy ETF position as of Q2 2026 after selling out during the quarter.
Beaird Harris Wealth Management sold 835 Bitwise MSTR Option Income Strategy ETF shares in Q2 2026, an estimated $8.57K.
Beaird Harris Wealth Management first reported a position in Bitwise MSTR Option Income Strategy ETF in Q2 2025 and held it in 4 quarters.
Beaird Harris Wealth Management's Bitwise MSTR Option Income Strategy ETF position peaked at $28.9K in Q2 2025.
1 fund tracked by Wall St. Rank held Bitwise MSTR Option Income Strategy ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.