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Cypress Wealth Services’s Bitwise Bitcoin ETF BITB Stock Holding History

Cypress Wealth Services’s Portfolio BITB Stock Details BITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,313
Closed -$206K – 390
2025
Q3 		$206K Buy
+3,313
New +$206K 0.03% 331

Other funds holding BITB

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PC
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SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $260M AUM 4.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Cypress Wealth Services's BITB Position: Q4 2025 in Review

Cypress Wealth Services sold out of Bitwise Bitcoin ETF (BITB) in Q4 2025, closing a stake of 3,313 shares — an estimated $206K sold.

Cypress Wealth Services first reported a position in BITB in Q3 2025 and held it in 1 quarter. The position peaked at $206K in Q3 2025. 313 funds tracked by Wall St. Rank hold BITB as of Q4 2025.

  • Cypress Wealth Services reported no remaining Bitwise Bitcoin ETF position as of Q4 2025 after selling out during the quarter.
  • Cypress Wealth Services sold 3,313 Bitwise Bitcoin ETF shares in Q4 2025, an estimated $206K.
  • Cypress Wealth Services first reported a position in Bitwise Bitcoin ETF in Q3 2025 and held it in 1 quarter.
  • Cypress Wealth Services's Bitwise Bitcoin ETF position peaked at $206K in Q3 2025.
  • 313 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q4 2025.

Based on Cypress Wealth Services's 13F filing for Q4 2025, filed 14 Jan 2026.