Brookstone Capital Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Brookstone Capital Management’s Portfolio FBTC Stock Details FBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.1M	Buy	70,203 +11,248	+19%	+$697K	0.05%	331
2026 Q2	$3.01M	Buy	58,955 +3,520	+6%	+$220K	0.03%	421
2026 Q1	$3.27M	Sell	55,435 -3,499	-6%	-$233K	0.04%	382
2025 Q4	$4.49M	Sell	58,934 -24,801	-30%	-$2.16M	0.05%	328
2025 Q3	$8.36M	Buy	83,735 +238	+0.3%	+$23.8K	0.1%	228
2025 Q2	$7.85M	Sell	83,497 -3,015	-3%	-$260K	0.1%	220
2025 Q1	$6.23M	Buy	86,512 +228	+0.3%	+$18.5K	0.09%	229
2024 Q4	$7.04M	Sell	86,284 -2,754	-3%	-$200K	0.1%	213
2024 Q3	$4.94M	Sell	89,038 -3,832	-4%	-$204K	0.07%	247
2024 Q2	$5.25M	Buy	92,870 +7,608	+9%	+$436K	0.09%	226
2024 Q1	$5.29M	Buy	+85,262	New	+$4.08M	0.09%	212

Other funds holding FBTC

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Vestor Capital Chicago, Illinois $1.62B AUM 33.15% 1-Year Est. Return

United Capital Management of KS Salina, Kansas $763M AUM 47.7% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Atlas Wealth Partners Wyomissing, Pennsylvania $97.1M AUM 14.23% 1-Year Est. Return

Brookstone Capital Management's FBTC Position: Q3 2026 in Review

Brookstone Capital Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 19% in Q3 2026, buying an estimated $697K and bringing the position to 70,203 shares worth $5.1M. The position accounts for 0.05% of the portfolio, ranked #331.

Brookstone Capital Management first reported a position in FBTC in Q1 2024 and has held it in 11 quarters since. The position peaked at $8.36M in Q3 2025. 425 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

Brookstone Capital Management held 70,203 shares of Fidelity Wise Origin Bitcoin Fund worth $5.1M as of Q3 2026.
Brookstone Capital Management bought 11,248 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $697K.
Fidelity Wise Origin Bitcoin Fund made up 0.05% of Brookstone Capital Management's portfolio in Q3 2026, its #331 holding.
Brookstone Capital Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 11 quarters since.
Brookstone Capital Management's Fidelity Wise Origin Bitcoin Fund position peaked at $8.36M in Q3 2025.
425 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.