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 Q3	$439K	Sell	9,673 -1,004	-9%	-$38.8K	0.11%	84
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

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 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 8.36% 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

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

Salus Financial Advisors Colorado Springs, Colorado $210M AUM 12% 1-Year Est. Return

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Client 1st Advisory Group's BITB Position: Q3 2026 in Review

Client 1st Advisory Group reduced its Bitwise Bitcoin ETF (BITB) stake by 9.4% in Q3 2026, selling an estimated $38.8K and leaving 9,673 shares worth $439K. The position accounts for 0.11% of the portfolio, ranked #84.

Client 1st Advisory Group first reported a position in BITB in Q4 2024 and has held it in 8 quarters since. The position peaked at $543K in Q3 2025. 74 funds tracked by Wall St. Rank hold BITB as of Q3 2026.

Client 1st Advisory Group held 9,673 shares of Bitwise Bitcoin ETF worth $439K as of Q3 2026.
Client 1st Advisory Group sold 1,004 Bitwise Bitcoin ETF shares in Q3 2026, an estimated $38.8K.
Bitwise Bitcoin ETF made up 0.11% of Client 1st Advisory Group's portfolio in Q3 2026, its #84 holding.
Client 1st Advisory Group first reported a position in Bitwise Bitcoin ETF in Q4 2024 and has held it in 8 quarters since.
Client 1st Advisory Group's Bitwise Bitcoin ETF position peaked at $543K in Q3 2025.
74 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.