Cyndeo Wealth Partners’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Cyndeo Wealth Partners’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	$117K	Buy	14,677 +51	+0.3%	+$500	0.01%	509
2026 Q1	$136K	Buy	+14,626	New	+$154K	0.01%	475
2024 Q4	–	Sell	-24,315	Closed	-$467K	–	445
2024 Q3	$467K	Buy	24,315 +167	+0.7%	+$3.33K	0.03%	306
2024 Q2	$544K	Sell	24,148 -120	-0.5%	-$3.21K	0.04%	270
2024 Q1	$784K	Sell	24,268 -3,764	-13%	-$94.7K	0.07%	225
2023 Q4	$574K	Buy	+28,032	New	+$507K	0.05%	233

Other funds holding BITO

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

FCG

Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Cyndeo Wealth Partners's BITO Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its ProShares Bitcoin Strategy ETF (BITO) stake by 0.35% in Q2 2026, buying an estimated $500 and bringing the position to 14,677 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #509.

Cyndeo Wealth Partners first reported a position in BITO in Q4 2023 and has held it in 6 quarters since. The position peaked at $784K in Q1 2024. 193 funds tracked by Wall St. Rank hold BITO as of Q2 2026.

Cyndeo Wealth Partners held 14,677 shares of ProShares Bitcoin Strategy ETF worth $117K as of Q2 2026.
Cyndeo Wealth Partners bought 51 ProShares Bitcoin Strategy ETF shares in Q2 2026, an estimated $500.
ProShares Bitcoin Strategy ETF made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #509 holding.
Cyndeo Wealth Partners first reported a position in ProShares Bitcoin Strategy ETF in Q4 2023 and has held it in 6 quarters since.
Cyndeo Wealth Partners's ProShares Bitcoin Strategy ETF position peaked at $784K in Q1 2024.
193 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.