CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s 2x Bitcoin ETF BITX Stock Holding History

CAPTRUST Financial Advisors’s Portfolio BITX Stock Details BITX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$339K Buy
23,013
+10,801
+88% +$220K ﹤0.01% 2309
2025
Q4 		$339K Buy
12,212
+6,865
+128% +$278K ﹤0.01% 2156
2025
Q3 		$295K Buy
+5,347
New +$313K ﹤0.01% 2181

Other funds holding BITX

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
XSC
X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
CCP
Cane Capital Partners Saint Francisville, Louisiana $229M AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

CAPTRUST Financial Advisors increased its 2x Bitcoin ETF (BITX) stake by 88% in Q1 2026, buying an estimated $220K and bringing the position to 23,013 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #2309.

CAPTRUST Financial Advisors first reported a position in BITX in Q3 2025 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold BITX as of Q1 2026.

  • CAPTRUST Financial Advisors held 23,013 shares of 2x Bitcoin ETF worth $339K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 10,801 2x Bitcoin ETF shares in Q1 2026, an estimated $220K.
  • 2x Bitcoin ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2309 holding.
  • CAPTRUST Financial Advisors first reported a position in 2x Bitcoin ETF in Q3 2025 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held 2x Bitcoin ETF as of Q1 2026.

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