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CPA Asset Management’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

CPA Asset Management’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
2026
Q2 		$174K Buy
21,828
+82
+0.4% +$804 0.05% 96
2026
Q1 		$202K Buy
21,746
+33
+0.2% +$348 0.07% 98
2025
Q4 		$264K Buy
21,713
+2,915
+16% +$45.7K 0.09% 88
2025
Q3 		$370K Buy
+18,798
New +$392K 0.14% 66

Other funds holding BITO

MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

CPA Asset Management's BITO Position: Q2 2026 in Review

CPA Asset Management increased its ProShares Bitcoin Strategy ETF (BITO) stake by 0.38% in Q2 2026, buying an estimated $804 and bringing the position to 21,828 shares worth $174K. The position accounts for 0.05% of the portfolio, ranked #96.

CPA Asset Management first reported a position in BITO in Q3 2025 and has held it in 4 quarters since. The position peaked at $370K in Q3 2025. 75 funds tracked by Wall St. Rank hold BITO as of Q2 2026.

  • CPA Asset Management held 21,828 shares of ProShares Bitcoin Strategy ETF worth $174K as of Q2 2026.
  • CPA Asset Management bought 82 ProShares Bitcoin Strategy ETF shares in Q2 2026, an estimated $804.
  • ProShares Bitcoin Strategy ETF made up 0.05% of CPA Asset Management's portfolio in Q2 2026, its #96 holding.
  • CPA Asset Management first reported a position in ProShares Bitcoin Strategy ETF in Q3 2025 and has held it in 4 quarters since.
  • CPA Asset Management's ProShares Bitcoin Strategy ETF position peaked at $370K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q2 2026.

Based on CPA Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.