CI
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CX Institutional’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

CX Institutional’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
Q3 		$6K Sell
554
-609
-52% -$5.85K ﹤0.01% 1418
2026
Q2 		$9K Sell
1,163
-15
-1% -$147 ﹤0.01% 1304
2026
Q1 		$11K Sell
1,178
-66,340
-98% -$700K ﹤0.01% 1270
2025
Q4 		$821K Buy
67,518
+21,786
+48% +$342K 0.02% 310
2025
Q3 		$900K Buy
45,732
+13,798
+43% +$288K 0.03% 317
2025
Q2 		$687K Buy
31,934
+3,512
+12% +$72.4K 0.02% 317
2025
Q1 		$521K Buy
28,422
+8,678
+44% +$188K 0.02% 348
2024
Q4 		$450K Sell
19,744
-533
-3% -$11.8K 0.02% 361
2024
Q3 		$389K Buy
20,277
+3,053
+18% +$60.9K 0.02% 417
2024
Q2 		$388K Buy
17,224
+284
+2% +$7.6K 0.02% 403
2024
Q1 		$547K Buy
16,940
+2,758
+19% +$69.4K 0.03% 355
2023
Q4 		$291K Sell
14,182
-1,546
-10% -$28K 0.02% 413
2023
Q3 		$217K Sell
15,728
-928
-6% -$13.6K 0.01% 463
2023
Q2 		$283K Buy
16,656
+3,432
+26% +$55.6K 0.01% 440
2023
Q1 		$222K Sell
13,224
-8,138
-38% -$117K 0.01% 458
2022
Q4 		$223K Buy
21,362
+10,360
+94% +$116K 0.01% 480
2022
Q3 		$132K Buy
11,002
+10,174
+1,229% +$133K 0.01% 452
2022
Q2 		$10K Buy
+828
New +$16.7K ﹤0.01% 943

Other funds holding BITO

MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

CX Institutional's BITO Position: Q3 2026 in Review

CX Institutional reduced its ProShares Bitcoin Strategy ETF (BITO) stake by 52% in Q3 2026, selling an estimated $5.85K and leaving 554 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

CX Institutional first reported a position in BITO in Q2 2022 and has held it in 18 quarters since. The position peaked at $900K in Q3 2025. 7 funds tracked by Wall St. Rank hold BITO as of Q3 2026.

  • CX Institutional held 554 shares of ProShares Bitcoin Strategy ETF worth $6K as of Q3 2026.
  • CX Institutional sold 609 ProShares Bitcoin Strategy ETF shares in Q3 2026, an estimated $5.85K.
  • ProShares Bitcoin Strategy ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1418 holding.
  • CX Institutional first reported a position in ProShares Bitcoin Strategy ETF in Q2 2022 and has held it in 18 quarters since.
  • CX Institutional's ProShares Bitcoin Strategy ETF position peaked at $900K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.