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

ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

BHWM

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 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. 271 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.
271 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.