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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 $13.5B AUM 15.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 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 $38.8B AUM 21.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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. 201 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.
  • 201 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.