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Client 1st Advisory Group’s Bitwise Bitcoin ETF BITB Stock Holding History

Client 1st Advisory Group’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 		$340K Sell
10,677
-359
-3% -$14K 0.09% 101
2026
Q1 		$406K Buy
11,036
+104
+1% +$4.31K 0.12% 84
2025
Q4 		$520K Buy
10,932
+2,209
+25% +$120K 0.16% 70
2025
Q3 		$543K Buy
8,723
+3,335
+62% +$208K 0.18% 67
2025
Q2 		$316K Buy
5,388
+316
+6% +$17K 0.11% 94
2025
Q1 		$228K Hold
5,072
– – 0.09% 119
2024
Q4 		$258K Buy
+5,072
New +$229K 0.1% 112

Other funds holding BITB

BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Client 1st Advisory Group's BITB Position: Q2 2026 in Review

Client 1st Advisory Group reduced its Bitwise Bitcoin ETF (BITB) stake by 3.3% in Q2 2026, selling an estimated $14K and leaving 10,677 shares worth $340K. The position accounts for 0.09% of the portfolio, ranked #101.

Client 1st Advisory Group first reported a position in BITB in Q4 2024 and has held it in 7 quarters since. The position peaked at $543K in Q3 2025. 45 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

  • Client 1st Advisory Group held 10,677 shares of Bitwise Bitcoin ETF worth $340K as of Q2 2026.
  • Client 1st Advisory Group sold 359 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $14K.
  • Bitwise Bitcoin ETF made up 0.09% of Client 1st Advisory Group's portfolio in Q2 2026, its #101 holding.
  • Client 1st Advisory Group first reported a position in Bitwise Bitcoin ETF in Q4 2024 and has held it in 7 quarters since.
  • Client 1st Advisory Group's Bitwise Bitcoin ETF position peaked at $543K in Q3 2025.
  • 45 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.