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Concentrum Wealth Management’s Bitwise Bitcoin ETF BITB Stock Holding History

Concentrum Wealth Management’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 		$547K Sell
17,161
-3,896
-19% -$152K 0.13% 68
2026
Q1 		$775K Buy
21,057
+971
+5% +$40.3K 0.23% 49
2025
Q4 		$955K Buy
20,086
+9,892
+97% +$538K 0.27% 41
2025
Q3 		$634K Buy
10,194
+115
+1% +$7.16K 0.18% 44
2025
Q2 		$591K Buy
10,079
+361
+4% +$19.4K 0.19% 44
2025
Q1 		$436K Buy
9,718
+1,821
+23% +$92.3K 0.16% 51
2024
Q4 		$402K Buy
+7,897
New +$357K 0.14% 54

Other funds holding BITB

PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Wells Fargo
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Concentrum Wealth Management's BITB Position: Q2 2026 in Review

Concentrum Wealth Management reduced its Bitwise Bitcoin ETF (BITB) stake by 19% in Q2 2026, selling an estimated $152K and leaving 17,161 shares worth $547K. The position accounts for 0.13% of the portfolio, ranked #68.

Concentrum Wealth Management first reported a position in BITB in Q4 2024 and has held it in 7 quarters since. The position peaked at $955K in Q4 2025. 271 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

  • Concentrum Wealth Management held 17,161 shares of Bitwise Bitcoin ETF worth $547K as of Q2 2026.
  • Concentrum Wealth Management sold 3,896 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $152K.
  • Bitwise Bitcoin ETF made up 0.13% of Concentrum Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Concentrum Wealth Management first reported a position in Bitwise Bitcoin ETF in Q4 2024 and has held it in 7 quarters since.
  • Concentrum Wealth Management's Bitwise Bitcoin ETF position peaked at $955K in Q4 2025.
  • 271 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on Concentrum Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.