Carson Wealth (CWM LLC)’s Bitwise Bitcoin Strategy Optimum Roll ETF BITC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BITC Stock Details BITC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-265	Closed	-$10K	–	5683
2025 Q4	$10K	Buy	+265	New	+$10.8K	﹤0.01%	4526
2025 Q3	–	Sell	-15	Closed	-$1K	–	5269
2025 Q2	$1K	Hold	15	–	–	﹤0.01%	4973
2025 Q1	$1K	Hold	15	–	–	﹤0.01%	4867
2024 Q4	$1K	Buy	+15	New	+$891	﹤0.01%	4663

Other funds holding BITC

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Ankerstar Wealth Leander, Texas $119M AUM

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $145M AUM

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BITC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of Bitwise Bitcoin Strategy Optimum Roll ETF (BITC) in Q1 2026, closing a stake of 265 shares — an estimated $10K sold.

Carson Wealth (CWM LLC) first reported a position in BITC in Q4 2024 and held it in 4 quarters. The position peaked at $10K in Q4 2025. 14 funds tracked by Wall St. Rank hold BITC as of Q1 2026.

Carson Wealth (CWM LLC) reported no remaining Bitwise Bitcoin Strategy Optimum Roll ETF position as of Q1 2026 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 265 Bitwise Bitcoin Strategy Optimum Roll ETF shares in Q1 2026, an estimated $10K.
Carson Wealth (CWM LLC) first reported a position in Bitwise Bitcoin Strategy Optimum Roll ETF in Q4 2024 and held it in 4 quarters.
Carson Wealth (CWM LLC)'s Bitwise Bitcoin Strategy Optimum Roll ETF position peaked at $10K in Q4 2025.
14 funds tracked by Wall St. Rank held Bitwise Bitcoin Strategy Optimum Roll ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.