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
Q2 		$168K Sell
16,234
-6,779
-29% -$110K ﹤0.01% 2932
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

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
FSA
Financial Sense Advisors San Diego, California $508M AUM 36.67% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

CAPTRUST Financial Advisors's BITX Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its 2x Bitcoin ETF (BITX) stake by 29% in Q2 2026, selling an estimated $110K and leaving 16,234 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #2932.

CAPTRUST Financial Advisors first reported a position in BITX in Q3 2025 and has held it in 4 quarters since. The position peaked at $339K in Q1 2026. 29 funds tracked by Wall St. Rank hold BITX as of Q2 2026.

  • CAPTRUST Financial Advisors held 16,234 shares of 2x Bitcoin ETF worth $168K as of Q2 2026.
  • CAPTRUST Financial Advisors sold 6,779 2x Bitcoin ETF shares in Q2 2026, an estimated $110K.
  • 2x Bitcoin ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2932 holding.
  • CAPTRUST Financial Advisors first reported a position in 2x Bitcoin ETF in Q3 2025 and has held it in 4 quarters since.
  • CAPTRUST Financial Advisors's 2x Bitcoin ETF position peaked at $339K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held 2x Bitcoin ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.