Cooper Financial Group’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Cooper Financial Group’s Portfolio FBTC Stock Details FBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$281K	Buy	5,497 +716	+15%	+$44.7K	0.02%	352
2026 Q1	$282K	Buy	+4,781	New	+$318K	0.03%	343
2025 Q4	–	Sell	-2,044	Closed	-$204K	–	391
2025 Q3	$204K	Buy	+2,044	New	+$204K	0.02%	377
2024 Q4	–	Sell	-5,593	Closed	-$311K	–	396
2024 Q3	$311K	Hold	5,593	–	–	0.04%	308
2024 Q2	$293K	Buy	+5,593	New	+$321K	0.04%	303

Other funds holding FBTC

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIS

AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Cooper Financial Group's FBTC Position: Q2 2026 in Review

Cooper Financial Group increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 15% in Q2 2026, buying an estimated $44.7K and bringing the position to 5,497 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #352.

Cooper Financial Group first reported a position in FBTC in Q2 2024 and has held it in 5 quarters since. The position peaked at $311K in Q3 2024. 80 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Cooper Financial Group held 5,497 shares of Fidelity Wise Origin Bitcoin Fund worth $281K as of Q2 2026.
Cooper Financial Group bought 716 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $44.7K.
Fidelity Wise Origin Bitcoin Fund made up 0.02% of Cooper Financial Group's portfolio in Q2 2026, its #352 holding.
Cooper Financial Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 5 quarters since.
Cooper Financial Group's Fidelity Wise Origin Bitcoin Fund position peaked at $311K in Q3 2024.
80 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.