CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

CAPTRUST Financial Advisors’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
2026
Q1 		$234K Buy
25,149
+2,201
+10% +$23.2K ﹤0.01% 2577
2025
Q4 		$279K Sell
22,948
-12,701
-36% -$199K ﹤0.01% 2300
2025
Q3 		$702K Buy
+35,649
New +$743K ﹤0.01% 1621
2024
Q1 		– Sell
-22,346
Closed -$458K – 2202
2023
Q4 		$458K Buy
+22,346
New +$404K ﹤0.01% 1792
2023
Q3 		– Sell
-19,423
Closed -$330K – 2643
2023
Q2 		$330K Buy
19,423
+6,311
+48% +$102K ﹤0.01% 1900
2023
Q1 		$230K Sell
13,112
-123
-0.9% -$1.77K ﹤0.01% 1961
2022
Q4 		$138K Buy
+13,235
New +$148K ﹤0.01% 2011
2022
Q3 		– Sell
-8,798
Closed -$102K – 2289
2022
Q2 		$102K Buy
8,798
+7,612
+642% +$153K ﹤0.01% 2178
2022
Q1 		$34K Sell
1,186
-310
-21% -$8.09K ﹤0.01% 3056
2021
Q4 		$43K Buy
+1,496
New +$53.9K ﹤0.01% 2768

Other funds holding BITO

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $288M AUM 38.96% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

CAPTRUST Financial Advisors's BITO Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its ProShares Bitcoin Strategy ETF (BITO) stake by 9.6% in Q1 2026, buying an estimated $23.2K and bringing the position to 25,149 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #2577.

CAPTRUST Financial Advisors first reported a position in BITO in Q4 2021 and has held it in 10 quarters since. The position peaked at $702K in Q3 2025. 205 funds tracked by Wall St. Rank hold BITO as of Q1 2026.

  • CAPTRUST Financial Advisors held 25,149 shares of ProShares Bitcoin Strategy ETF worth $234K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 2,201 ProShares Bitcoin Strategy ETF shares in Q1 2026, an estimated $23.2K.
  • ProShares Bitcoin Strategy ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2577 holding.
  • CAPTRUST Financial Advisors first reported a position in ProShares Bitcoin Strategy ETF in Q4 2021 and has held it in 10 quarters since.
  • CAPTRUST Financial Advisors's ProShares Bitcoin Strategy ETF position peaked at $702K in Q3 2025.
  • 205 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.