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Claris Financial’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Claris Financial’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
2025
Q2 		– Sell
-27,727
Closed -$632K – 136
2025
Q1 		$632K Hold
27,727
– – 0.42% 56
2024
Q4 		$632K Buy
+27,727
New +$616K 0.42% 56

Other funds holding BITO

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RCMF
RK Capital Management (Florida) Weston, Florida $2.6B AUM 83.27% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return

Claris Financial's BITO Position: Q2 2025 in Review

Claris Financial sold out of ProShares Bitcoin Strategy ETF (BITO) in Q2 2025, closing a stake of 27,727 shares — an estimated $632K sold.

Claris Financial first reported a position in BITO in Q4 2024 and held it in 2 quarters. The position peaked at $632K in Q1 2025. 190 funds tracked by Wall St. Rank hold BITO as of Q2 2025.

  • Claris Financial reported no remaining ProShares Bitcoin Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Claris Financial sold 27,727 ProShares Bitcoin Strategy ETF shares in Q2 2025, an estimated $632K.
  • Claris Financial first reported a position in ProShares Bitcoin Strategy ETF in Q4 2024 and held it in 2 quarters.
  • Claris Financial's ProShares Bitcoin Strategy ETF position peaked at $632K in Q1 2025.
  • 190 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q2 2025.

Based on Claris Financial's 13F filing for Q2 2025, filed 26 Aug 2025.