Beam Wealth Advisors’s Bitwise Bitcoin ETF BITB Stock Holding History

Beam Wealth 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	$3.55M	Sell	111,395 -1,768	-2%	-$68.9K	0.78%	33
2026 Q1	$4.17M	Buy	113,163 +6,751	+6%	+$280K	1.04%	20
2025 Q4	$5.06M	Sell	106,412 -374	-0.4%	-$20.4K	1.39%	13
2025 Q3	$6.64M	Buy	106,786 +12,855	+14%	+$801K	1.81%	11
2025 Q2	$5.5M	Buy	93,931 +2,558	+3%	+$137K	1.64%	12
2025 Q1	$4.1M	Buy	91,373 +1,522	+2%	+$77.1K	1.38%	14
2024 Q4	$4.57M	Buy	89,851 +34,307	+62%	+$1.55M	1.45%	17
2024 Q3	$1.92M	Buy	55,544 +27,951	+101%	+$929K	0.58%	38
2024 Q2	$902K	Buy	+27,593	New	+$986K	0.3%	62

Other funds holding BITB

BHWM

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

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

MFG

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

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

RWM

Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return

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

FMP

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Beam Wealth Advisors's BITB Position: Q2 2026 in Review

Beam Wealth Advisors reduced its Bitwise Bitcoin ETF (BITB) stake by 1.6% in Q2 2026, selling an estimated $68.9K and leaving 111,395 shares worth $3.55M. The position accounts for 0.78% of the portfolio, ranked #33.

Beam Wealth Advisors first reported a position in BITB in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.64M in Q3 2025. 109 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

Beam Wealth Advisors held 111,395 shares of Bitwise Bitcoin ETF worth $3.55M as of Q2 2026.
Beam Wealth Advisors sold 1,768 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $68.9K.
Bitwise Bitcoin ETF made up 0.78% of Beam Wealth Advisors's portfolio in Q2 2026, its #33 holding.
Beam Wealth Advisors first reported a position in Bitwise Bitcoin ETF in Q2 2024 and has held it in 9 quarters since.
Beam Wealth Advisors's Bitwise Bitcoin ETF position peaked at $6.64M in Q3 2025.
109 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.