Copia Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Copia Wealth Management’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	$817	Hold	16	–	–	﹤0.01%	516
2026 Q1	$944	Hold	16	–	–	﹤0.01%	475
2025 Q4	$1.22K	Sell	16 -86	-84%	-$7.5K	﹤0.01%	464
2025 Q3	$10.2K	Buy	102 +14	+16%	+$1.4K	0.01%	312
2025 Q2	$8.27K	Buy	88 +64	+267%	+$5.51K	0.01%	306
2025 Q1	$1.73K	Sell	24 -38	-61%	-$3.09K	﹤0.01%	386
2024 Q4	$5.06K	Buy	+62	New	+$4.5K	﹤0.01%	311

Other funds holding FBTC

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return

PCM

Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return

ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

PRA

Pine Ridge Advisers New York $1.66B AUM 18.03% 1-Year Est. Return

Copia Wealth Management's FBTC Position: Q2 2026 in Review

Copia Wealth Management held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 16 shares worth $817. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Copia Wealth Management first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.2K in Q3 2025. 623 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Copia Wealth Management held 16 shares of Fidelity Wise Origin Bitcoin Fund worth $817 as of Q2 2026.
Copia Wealth Management left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #516 holding.
Copia Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $10.2K in Q3 2025.
623 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.