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CLA (CliftonLarsonAllen) Wealth Advisors’s Bitwise Bitcoin ETF BITB Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		$2.5M Buy
78,459
+1,766
+2% +$68.8K 0.03% 139
2026
Q1 		$2.82M Buy
76,693
+13,843
+22% +$574K 0.04% 123
2025
Q4 		$2.99M Buy
62,850
+16,463
+35% +$896K 0.05% 109
2025
Q3 		$2.89M Buy
+46,387
New +$2.89M 0.05% 108

Other funds holding BITB

PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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

CLA (CliftonLarsonAllen) Wealth Advisors's BITB Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its Bitwise Bitcoin ETF (BITB) stake by 2.3% in Q2 2026, buying an estimated $68.8K and bringing the position to 78,459 shares worth $2.5M. The position accounts for 0.03% of the portfolio, ranked #139.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in BITB in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.99M in Q4 2025. 271 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 78,459 shares of Bitwise Bitcoin ETF worth $2.5M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 1,766 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $68.8K.
  • Bitwise Bitcoin ETF made up 0.03% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #139 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Bitwise Bitcoin ETF in Q3 2025 and has held it in 4 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Bitwise Bitcoin ETF position peaked at $2.99M in Q4 2025.
  • 271 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.