Colonial Trust Advisors’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Colonial Trust Advisors’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
2023 Q3	–	Sell	-350	Closed	-$5.94K	–	920
2023 Q2	$5.94K	Hold	350	–	–	﹤0.01%	603
2023 Q1	$6.13K	Hold	350	–	–	﹤0.01%	588
2022 Q4	$3.65K	Buy	+350	New	+$3.91K	﹤0.01%	655

Other funds holding BITO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

IPW

Impact Partnership Wealth Marietta, Georgia $810M AUM 13.94% 1-Year Est. Return

Colonial Trust Advisors's BITO Position: Q3 2023 in Review

Colonial Trust Advisors sold out of ProShares Bitcoin Strategy ETF (BITO) in Q3 2023, closing a stake of 350 shares — an estimated $5.94K sold.

Colonial Trust Advisors first reported a position in BITO in Q4 2022 and held it in 3 quarters. The position peaked at $6.13K in Q1 2023. 153 funds tracked by Wall St. Rank hold BITO as of Q3 2023.

Colonial Trust Advisors reported no remaining ProShares Bitcoin Strategy ETF position as of Q3 2023 after selling out during the quarter.
Colonial Trust Advisors sold 350 ProShares Bitcoin Strategy ETF shares in Q3 2023, an estimated $5.94K.
Colonial Trust Advisors first reported a position in ProShares Bitcoin Strategy ETF in Q4 2022 and held it in 3 quarters.
Colonial Trust Advisors's ProShares Bitcoin Strategy ETF position peaked at $6.13K in Q1 2023.
153 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q3 2023.

Based on Colonial Trust Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.