CAL
BITO icon

Capital Advisors Ltd’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Capital Advisors Ltd’s Portfolio BITO Stock Details BITO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,980
Closed -$51K – 1290
2023
Q2 		$51K Hold
2,980
– – 0.01% 420
2023
Q1 		$52K Hold
2,980
– – 0.01% 369
2022
Q4 		$31K Hold
2,980
– – 0.01% 420
2022
Q3 		$36K Hold
2,980
– – 0.01% 392
2022
Q2 		$35K Hold
2,980
– – 0.01% 387
2022
Q1 		$85K Hold
2,980
– – 0.01% 325
2021
Q4 		$86K Buy
+2,980
New +$107K 0.01% 312

Other funds holding BITO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return

Capital Advisors Ltd's BITO Position: Q3 2023 in Review

Capital Advisors Ltd sold out of ProShares Bitcoin Strategy ETF (BITO) in Q3 2023, closing a stake of 2,980 shares — an estimated $51K sold.

Capital Advisors Ltd first reported a position in BITO in Q4 2021 and held it in 7 quarters. The position peaked at $86K in Q4 2021. 153 funds tracked by Wall St. Rank hold BITO as of Q3 2023.

  • Capital Advisors Ltd reported no remaining ProShares Bitcoin Strategy ETF position as of Q3 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 2,980 ProShares Bitcoin Strategy ETF shares in Q3 2023, an estimated $51K.
  • Capital Advisors Ltd first reported a position in ProShares Bitcoin Strategy ETF in Q4 2021 and held it in 7 quarters.
  • Capital Advisors Ltd's ProShares Bitcoin Strategy ETF position peaked at $86K in Q4 2021.
  • 153 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q3 2023.

Based on Capital Advisors Ltd's 13F filing for Q3 2023, filed 27 Oct 2023.