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Bogart Wealth LLC’s Bitwise Bitcoin ETF BITB Stock Holding History

Bogart Wealth LLC’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 		$1.27K Sell
40
-20
-33% -$779 ﹤0.01% 1560
2026
Q1 		$2.21K Buy
60
+20
+50% +$830 ﹤0.01% 1252
2025
Q4 		$1.9K Buy
40
+8
+25% +$435 ﹤0.01% 1190
2025
Q3 		$1.99K Hold
32
– – ﹤0.01% 1158
2025
Q2 		$1.88K Hold
32
– – ﹤0.01% 1126
2025
Q1 		$1.44K Hold
32
– – ﹤0.01% 1126
2024
Q4 		$1.63K Hold
32
– – ﹤0.01% 1133
2024
Q3 		$1.11K Buy
+32
New +$1.06K ﹤0.01% 1016

Other funds holding BITB

PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Wells Fargo
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Bogart Wealth LLC's BITB Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Bitwise Bitcoin ETF (BITB) stake by 33% in Q2 2026, selling an estimated $779 and leaving 40 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1560.

Bogart Wealth LLC first reported a position in BITB in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.21K in Q1 2026. 271 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

  • Bogart Wealth LLC held 40 shares of Bitwise Bitcoin ETF worth $1.27K as of Q2 2026.
  • Bogart Wealth LLC sold 20 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $779.
  • Bitwise Bitcoin ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1560 holding.
  • Bogart Wealth LLC first reported a position in Bitwise Bitcoin ETF in Q3 2024 and has held it in 8 quarters since.
  • Bogart Wealth LLC's Bitwise Bitcoin ETF position peaked at $2.21K in Q1 2026.
  • 271 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.