BXM Wealth’s Bitwise Bitcoin ETF BITB Stock Holding History

BXM Wealth’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 Q1	–	Sell	-30,324	Closed	-$74.1K	–	135
2025 Q4	$74.1K	Buy	+30,324	New	+$1.65M	0.06%	127

Other funds holding BITB

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 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 $173B AUM 20.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $260M AUM 4.04% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPRC

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

BXM Wealth's BITB Position: Q1 2026 in Review

BXM Wealth sold out of Bitwise Bitcoin ETF (BITB) in Q1 2026, closing a stake of 30,324 shares — an estimated $74.1K sold.

BXM Wealth first reported a position in BITB in Q4 2025 and held it in 1 quarter. The position peaked at $74.1K in Q4 2025. 298 funds tracked by Wall St. Rank hold BITB as of Q1 2026.

BXM Wealth reported no remaining Bitwise Bitcoin ETF position as of Q1 2026 after selling out during the quarter.
BXM Wealth sold 30,324 Bitwise Bitcoin ETF shares in Q1 2026, an estimated $74.1K.
BXM Wealth first reported a position in Bitwise Bitcoin ETF in Q4 2025 and held it in 1 quarter.
BXM Wealth's Bitwise Bitcoin ETF position peaked at $74.1K in Q4 2025.
298 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q1 2026.

Based on BXM Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.