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 Q2	$5.99K	Hold	750	–	–	﹤0.01%	96
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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

FCG

Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Dougherty Wealth Advisers's BITO Position: Q2 2026 in Review

Dougherty Wealth Advisers held its ProShares Bitcoin Strategy ETF (BITO) position steady in Q2 2026 at 750 shares worth $5.99K. The position accounts for ﹤0.01% of the portfolio, ranked #96.

Dougherty Wealth Advisers first reported a position in BITO in Q2 2022 and has held it in 17 quarters since. The position peaked at $19.5K in Q4 2024. 193 funds tracked by Wall St. Rank hold BITO as of Q2 2026.

Dougherty Wealth Advisers held 750 shares of ProShares Bitcoin Strategy ETF worth $5.99K as of Q2 2026.
Dougherty Wealth Advisers left its ProShares Bitcoin Strategy ETF share count unchanged in Q2 2026.
ProShares Bitcoin Strategy ETF made up ﹤0.01% of Dougherty Wealth Advisers's portfolio in Q2 2026, its #96 holding.
Dougherty Wealth Advisers first reported a position in ProShares Bitcoin Strategy ETF in Q2 2022 and has held it in 17 quarters since.
Dougherty Wealth Advisers's ProShares Bitcoin Strategy ETF position peaked at $19.5K in Q4 2024.
193 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q2 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.