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

Daymark 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 Q3	$175K	Sell	15,592 -3,522	-18%	-$33.8K	﹤0.01%	849
2026 Q2	$153K	Buy	19,114 +3,589	+23%	+$35.2K	﹤0.01%	779
2026 Q1	$145K	Buy	15,525 +6	+0%	+$63	﹤0.01%	720
2025 Q4	$189K	Buy	15,519 +2,671	+21%	+$41.9K	0.01%	592
2025 Q3	$253K	Buy	12,848 +3,486	+37%	+$72.7K	0.01%	533
2025 Q2	$201K	Buy	+9,362	New	+$193K	0.01%	541

Other funds holding BITO

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

TTA

Thor Trading Advisors Greensburg, Pennsylvania $294M AUM 20.38% 1-Year Est. Return

LFG Wealth Partners Elizabethtown, Kentucky $240M AUM 41.22% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.37% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Daymark Wealth Partners's BITO Position: Q3 2026 in Review

Daymark Wealth Partners reduced its ProShares Bitcoin Strategy ETF (BITO) stake by 18% in Q3 2026, selling an estimated $33.8K and leaving 15,592 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Daymark Wealth Partners first reported a position in BITO in Q2 2025 and has held it in 6 quarters since. The position peaked at $253K in Q3 2025. 79 funds tracked by Wall St. Rank hold BITO as of Q3 2026.

Daymark Wealth Partners held 15,592 shares of ProShares Bitcoin Strategy ETF worth $175K as of Q3 2026.
Daymark Wealth Partners sold 3,522 ProShares Bitcoin Strategy ETF shares in Q3 2026, an estimated $33.8K.
ProShares Bitcoin Strategy ETF made up ﹤0.01% of Daymark Wealth Partners's portfolio in Q3 2026, its #849 holding.
Daymark Wealth Partners first reported a position in ProShares Bitcoin Strategy ETF in Q2 2025 and has held it in 6 quarters since.
Daymark Wealth Partners's ProShares Bitcoin Strategy ETF position peaked at $253K in Q3 2025.
79 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.