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

ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

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 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 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. 271 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.
271 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.