Claro Advisors’s Bitwise Bitcoin ETF BITB Stock Holding History

Claro 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 Q3	$1.57M	Buy	34,554 +449	+1%	+$17.3K	0.15%	119
2026 Q2	$1.09M	Sell	34,105 -2,954	-8%	-$115K	0.11%	154
2026 Q1	$1.36M	Sell	37,059 -31,057	-46%	-$1.29M	0.16%	116
2025 Q4	$3.24M	Sell	68,116 -55	-0.1%	-$2.99K	0.44%	47
2025 Q3	$4.24M	Sell	68,171 -262	-0.4%	-$16.3K	0.62%	33
2025 Q2	$4.01M	Buy	68,433 +12,197	+22%	+$654K	0.66%	32
2025 Q1	$2.52M	Sell	56,236 -891	-2%	-$45.2K	0.34%	54
2024 Q4	$2.9M	Buy	57,127 +25,393	+80%	+$1.15M	0.39%	48
2024 Q3	$1.1M	Buy	31,734 +1,415	+5%	+$47K	0.14%	138
2024 Q2	$991K	Buy	30,319 +3,675	+14%	+$131K	0.15%	126
2024 Q1	$1.03M	Buy	+26,644	New	+$795K	0.18%	125

Other funds holding BITB

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Refined Wealth Management Salt Lake City, Utah $179M AUM 8.26% 1-Year Est. Return

Garda Capital Partners Wayzata, Minnesota $127M AUM 27.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

Carter Financial Group Barrington, Illinois $196M AUM 20.26% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Claro Advisors's BITB Position: Q3 2026 in Review

Claro Advisors increased its Bitwise Bitcoin ETF (BITB) stake by 1.3% in Q3 2026, buying an estimated $17.3K and bringing the position to 34,554 shares worth $1.57M. The position accounts for 0.15% of the portfolio, ranked #119.

Claro Advisors first reported a position in BITB in Q1 2024 and has held it in 11 quarters since. The position peaked at $4.24M in Q3 2025. 148 funds tracked by Wall St. Rank hold BITB as of Q3 2026.

Claro Advisors held 34,554 shares of Bitwise Bitcoin ETF worth $1.57M as of Q3 2026.
Claro Advisors bought 449 Bitwise Bitcoin ETF shares in Q3 2026, an estimated $17.3K.
Bitwise Bitcoin ETF made up 0.15% of Claro Advisors's portfolio in Q3 2026, its #119 holding.
Claro Advisors first reported a position in Bitwise Bitcoin ETF in Q1 2024 and has held it in 11 quarters since.
Claro Advisors's Bitwise Bitcoin ETF position peaked at $4.24M in Q3 2025.
148 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.