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CX Institutional’s iShares Bitcoin Trust IBIT Stock Holding History

CX Institutional’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.25M Buy
37,492
+1,814
+5% +$73.8K 0.04% 301
2026
Q1 		$1.37M Buy
35,678
+33,991
+2,015% +$1.47M 0.04% 297
2025
Q4 		$84K Buy
1,687
+80
+5% +$4.54K ﹤0.01% 882
2025
Q3 		$104K Buy
+1,607
New +$105K ﹤0.01% 812

Other funds holding IBIT

AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
PWM
Proathlete Wealth Management Boca Raton, Florida $404M AUM 19.74% 1-Year Est. Return

CX Institutional's IBIT Position: Q2 2026 in Review

CX Institutional increased its iShares Bitcoin Trust (IBIT) stake by 5.1% in Q2 2026, buying an estimated $73.8K and bringing the position to 37,492 shares worth $1.25M. The position accounts for 0.04% of the portfolio, ranked #301.

CX Institutional first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.37M in Q1 2026. 328 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • CX Institutional held 37,492 shares of iShares Bitcoin Trust worth $1.25M as of Q2 2026.
  • CX Institutional bought 1,814 iShares Bitcoin Trust shares in Q2 2026, an estimated $73.8K.
  • iShares Bitcoin Trust made up 0.04% of CX Institutional's portfolio in Q2 2026, its #301 holding.
  • CX Institutional first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • CX Institutional's iShares Bitcoin Trust position peaked at $1.37M in Q1 2026.
  • 328 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.