CWMK
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Caliber Wealth Management (Kansas)’s Bitwise Bitcoin ETF BITB Stock Holding History

Caliber Wealth Management (Kansas)’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 		– Sell
-5,501
Closed -$202K – 302
2026
Q1 		$202K Buy
+5,501
New +$228K 0.02% 268

Other funds holding BITB

BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s BITB Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) sold out of Bitwise Bitcoin ETF (BITB) in Q2 2026, closing a stake of 5,501 shares — an estimated $202K sold.

Caliber Wealth Management (Kansas) first reported a position in BITB in Q1 2026 and held it in 1 quarter. The position peaked at $202K in Q1 2026. 101 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

  • Caliber Wealth Management (Kansas) reported no remaining Bitwise Bitcoin ETF position as of Q2 2026 after selling out during the quarter.
  • Caliber Wealth Management (Kansas) sold 5,501 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $202K.
  • Caliber Wealth Management (Kansas) first reported a position in Bitwise Bitcoin ETF in Q1 2026 and held it in 1 quarter.
  • Caliber Wealth Management (Kansas)'s Bitwise Bitcoin ETF position peaked at $202K in Q1 2026.
  • 101 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.