Diversify Advisory Services’s Bitwise Bitcoin ETF BITB Stock Holding History

Diversify Advisory 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
2026 Q3	$838K	Sell	18,759 -120	-0.6%	-$4.64K	0.01%	714
2026 Q2	$665K	Buy	+18,879	New	+$736K	0.01%	783
2026 Q1	–	Sell	-19,863	Closed	-$1.03M	–	275
2025 Q4	$1.03M	Buy	19,863 +4,799	+32%	+$261K	0.03%	395
2025 Q3	$873K	Buy	+15,064	New	+$938K	0.03%	403
2024 Q4	–	Sell	-12,663	Closed	-$465K	–	624
2024 Q3	$465K	Hold	12,663	–	–	0.03%	391
2024 Q2	$400K	Buy	+12,663	New	+$453K	0.02%	422

Other funds holding BITB

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Refined Wealth Management Salt Lake City, Utah $179M AUM 8.36% 1-Year Est. Return

Carter Financial Group Barrington, Illinois $196M AUM 20.26% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

Salus Financial Advisors Colorado Springs, Colorado $210M AUM 12% 1-Year Est. Return

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversify Advisory Services's BITB Position: Q3 2026 in Review

Diversify Advisory Services reduced its Bitwise Bitcoin ETF (BITB) stake by 0.64% in Q3 2026, selling an estimated $4.64K and leaving 18,759 shares worth $838K. The position accounts for 0.01% of the portfolio, ranked #714.

Diversify Advisory Services first reported a position in BITB in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.03M in Q4 2025. 75 funds tracked by Wall St. Rank hold BITB as of Q3 2026.

Diversify Advisory Services held 18,759 shares of Bitwise Bitcoin ETF worth $838K as of Q3 2026.
Diversify Advisory Services sold 120 Bitwise Bitcoin ETF shares in Q3 2026, an estimated $4.64K.
Bitwise Bitcoin ETF made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #714 holding.
Diversify Advisory Services first reported a position in Bitwise Bitcoin ETF in Q2 2024 and has held it in 6 quarters since.
Diversify Advisory Services's Bitwise Bitcoin ETF position peaked at $1.03M in Q4 2025.
75 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.