CCWM
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Cassaday & Co Wealth Management’s Bitwise Bitcoin ETF BITB Stock Holding History

Cassaday & Co Wealth Management’s Portfolio BITB Stock Details BITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.2K Hold
476
– – ﹤0.01% 812
2026
Q1 		$17.5K Buy
+476
New +$19.7K ﹤0.01% 803

Other funds holding BITB

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SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Cassaday & Co Wealth Management's BITB Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Bitwise Bitcoin ETF (BITB) position steady in Q2 2026 at 476 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Cassaday & Co Wealth Management first reported a position in BITB in Q1 2026 and has held it in 2 quarters since. The position peaked at $17.5K in Q1 2026. 271 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

  • Cassaday & Co Wealth Management held 476 shares of Bitwise Bitcoin ETF worth $15.2K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Bitwise Bitcoin ETF share count unchanged in Q2 2026.
  • Bitwise Bitcoin ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #812 holding.
  • Cassaday & Co Wealth Management first reported a position in Bitwise Bitcoin ETF in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Bitwise Bitcoin ETF position peaked at $17.5K in Q1 2026.
  • 271 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.