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Davies Financial Advisors’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Davies Financial Advisors’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
2025
Q3 		– Sell
-14,615
Closed -$314K – 65
2025
Q2 		$314K Buy
14,615
+1,306
+10% +$26.9K 0.24% 61
2025
Q1 		$244K Buy
+13,309
New +$289K 0.21% 57

Other funds holding BITO

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Davies Financial Advisors's BITO Position: Q3 2025 in Review

Davies Financial Advisors sold out of ProShares Bitcoin Strategy ETF (BITO) in Q3 2025, closing a stake of 14,615 shares — an estimated $314K sold.

Davies Financial Advisors first reported a position in BITO in Q1 2025 and held it in 2 quarters. The position peaked at $314K in Q2 2025. 202 funds tracked by Wall St. Rank hold BITO as of Q3 2025.

  • Davies Financial Advisors reported no remaining ProShares Bitcoin Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Davies Financial Advisors sold 14,615 ProShares Bitcoin Strategy ETF shares in Q3 2025, an estimated $314K.
  • Davies Financial Advisors first reported a position in ProShares Bitcoin Strategy ETF in Q1 2025 and held it in 2 quarters.
  • Davies Financial Advisors's ProShares Bitcoin Strategy ETF position peaked at $314K in Q2 2025.
  • 202 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q3 2025.

Based on Davies Financial Advisors's 13F filing for Q3 2025, filed 15 Oct 2025.