COMPASS FINANCIAL MANAGEMENT LLC’s Bitwise Bitcoin ETF BITB Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$3.98K	Buy	+125	New	+$4.87K	﹤0.01%	1220

Other funds holding BITB

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

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return

Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's BITB Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Bitwise Bitcoin ETF (BITB) in Q2 2026: 125 shares worth $3.98K. The stake represents ﹤0.01% of the portfolio and ranks #1220 among its holdings.

211 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 125 shares of Bitwise Bitcoin ETF worth $3.98K as of Q2 2026.
Bitwise Bitcoin ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Bitwise Bitcoin ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1220 holding.
211 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.