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Dougherty Wealth Advisers’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Dougherty Wealth Advisers’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
Q1 		$6.98K Hold
750
– – ﹤0.01% 92
2025
Q4 		$9.12K Buy
750
+45
+6% +$706 0.01% 103
2025
Q3 		$13.9K Buy
705
+128
+22% +$2.67K 0.01% 102
2025
Q2 		$12.4K Buy
577
+192
+50% +$3.96K 0.01% 101
2025
Q1 		$7.05K Sell
385
-470
-55% -$10.2K 0.01% 104
2024
Q4 		$19.5K Buy
855
+280
+49% +$6.22K 0.02% 100
2024
Q3 		$11K Buy
575
+500
+667% +$9.97K 0.01% 99
2024
Q2 		$1.69K Hold
75
– – ﹤0.01% 107
2024
Q1 		$2.42K Hold
75
– – ﹤0.01% 107
2023
Q4 		$1.54K Sell
75
-60
-44% -$1.09K ﹤0.01% 123
2023
Q3 		$1.86K Buy
135
+60
+80% +$879 ﹤0.01% 119
2023
Q2 		$1.27K Hold
75
– – ﹤0.01% 119
2023
Q1 		$1.31K Hold
75
– – ﹤0.01% 127
2022
Q4 		$782 Hold
75
– – ﹤0.01% 128
2022
Q3 		$1K Hold
75
– – ﹤0.01% 124
2022
Q2 		$1K Buy
+75
New +$1.51K ﹤0.01% 120

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
FCG
Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

Dougherty Wealth Advisers's BITO Position: Q1 2026 in Review

Dougherty Wealth Advisers held its ProShares Bitcoin Strategy ETF (BITO) position steady in Q1 2026 at 750 shares worth $6.98K. The position accounts for ﹤0.01% of the portfolio, ranked #92.

Dougherty Wealth Advisers first reported a position in BITO in Q2 2022 and has held it in 16 quarters since. The position peaked at $19.5K in Q4 2024. 205 funds tracked by Wall St. Rank hold BITO as of Q1 2026.

  • Dougherty Wealth Advisers held 750 shares of ProShares Bitcoin Strategy ETF worth $6.98K as of Q1 2026.
  • Dougherty Wealth Advisers left its ProShares Bitcoin Strategy ETF share count unchanged in Q1 2026.
  • ProShares Bitcoin Strategy ETF made up ﹤0.01% of Dougherty Wealth Advisers's portfolio in Q1 2026, its #92 holding.
  • Dougherty Wealth Advisers first reported a position in ProShares Bitcoin Strategy ETF in Q2 2022 and has held it in 16 quarters since.
  • Dougherty Wealth Advisers's ProShares Bitcoin Strategy ETF position peaked at $19.5K in Q4 2024.
  • 205 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q1 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2026, filed 21 Apr 2026.