Carson Wealth (CWM LLC)
BITO icon

Carson Wealth (CWM LLC)’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Carson Wealth (CWM LLC)’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 		$192K Buy
20,634
+13,583
+193% +$143K ﹤0.01% 2768
2025
Q4 		$86K Buy
7,051
+99
+1% +$1.55K ﹤0.01% 3182
2025
Q3 		$137K Buy
6,952
+27
+0.4% +$563 ﹤0.01% 2733
2025
Q2 		$149K Buy
6,925
+1,321
+24% +$27.2K ﹤0.01% 2411
2025
Q1 		$103K Buy
5,604
+1,294
+30% +$28.1K ﹤0.01% 2401
2024
Q4 		$98K Buy
4,310
+2,983
+225% +$66.2K ﹤0.01% 2293
2024
Q3 		$25K Buy
1,327
+464
+54% +$9.25K ﹤0.01% 3216
2024
Q2 		$19K Buy
863
+813
+1,626% +$21.7K ﹤0.01% 3134
2024
Q1 		$2K Hold
50
– – ﹤0.01% 3933
2023
Q4 		$1K Hold
50
– – ﹤0.01% 3901
2023
Q3 		$1K Sell
50
-40
-44% -$586 ﹤0.01% 3931
2023
Q2 		$2K Sell
90
-290
-76% -$4.7K ﹤0.01% 3753
2023
Q1 		$7K Buy
380
+30
+9% +$431 ﹤0.01% 3122
2022
Q4 		$4K Hold
350
– – ﹤0.01% 3266
2022
Q3 		$4K Hold
350
– – ﹤0.01% 3136
2022
Q2 		$4K Buy
+350
New +$7.04K ﹤0.01% 3051

Other funds holding BITO

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 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 $243M AUM 8.27% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its ProShares Bitcoin Strategy ETF (BITO) stake by 193% in Q1 2026, buying an estimated $143K and bringing the position to 20,634 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #2768.

Carson Wealth (CWM LLC) first reported a position in BITO in Q2 2022 and has held it in 16 quarters since. 207 funds tracked by Wall St. Rank hold BITO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 20,634 shares of ProShares Bitcoin Strategy ETF worth $192K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 13,583 ProShares Bitcoin Strategy ETF shares in Q1 2026, an estimated $143K.
  • ProShares Bitcoin Strategy ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2768 holding.
  • Carson Wealth (CWM LLC) first reported a position in ProShares Bitcoin Strategy ETF in Q2 2022 and has held it in 16 quarters since.
  • 207 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q1 2026.

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