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 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

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

BHWM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIS

AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Brookstone Capital Management's FBTC Position: Q2 2026 in Review

Brookstone Capital Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 6.3% in Q2 2026, buying an estimated $220K and bringing the position to 58,955 shares worth $3.01M. The position accounts for 0.03% of the portfolio, ranked #421.

Brookstone Capital Management first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.36M in Q3 2025. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Brookstone Capital Management held 58,955 shares of Fidelity Wise Origin Bitcoin Fund worth $3.01M as of Q2 2026.
Brookstone Capital Management bought 3,520 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $220K.
Fidelity Wise Origin Bitcoin Fund made up 0.03% of Brookstone Capital Management's portfolio in Q2 2026, its #421 holding.
Brookstone Capital Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
Brookstone Capital Management's Fidelity Wise Origin Bitcoin Fund position peaked at $8.36M in Q3 2025.
88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.