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Concord Wealth Partners’s 2x Bitcoin ETF BITX Stock Holding History

Concord Wealth Partners’s Portfolio BITX Stock Details BITX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-77
Closed -$4.25K – 854
2025
Q3 		$4.25K Buy
+77
New +$4.5K ﹤0.01% 647

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KWA
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Renaissance Technologies
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return

Concord Wealth Partners's BITX Position: Q4 2025 in Review

Concord Wealth Partners sold out of 2x Bitcoin ETF (BITX) in Q4 2025, closing a stake of 77 shares — an estimated $4.25K sold.

Concord Wealth Partners first reported a position in BITX in Q3 2025 and held it in 1 quarter. The position peaked at $4.25K in Q3 2025. 59 funds tracked by Wall St. Rank hold BITX as of Q4 2025.

  • Concord Wealth Partners reported no remaining 2x Bitcoin ETF position as of Q4 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 77 2x Bitcoin ETF shares in Q4 2025, an estimated $4.25K.
  • Concord Wealth Partners first reported a position in 2x Bitcoin ETF in Q3 2025 and held it in 1 quarter.
  • Concord Wealth Partners's 2x Bitcoin ETF position peaked at $4.25K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held 2x Bitcoin ETF as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.