Drucker Wealth 3.0’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Drucker Wealth 3.0’s Portfolio FBTC Stock Details FBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$307K	Sell	6,009 -1,914	-24%	-$120K	0.05%	226
2026 Q1	$468K	Buy	7,923 +2,887	+57%	+$192K	0.08%	175
2025 Q4	$384K	Buy	5,036 +767	+18%	+$66.9K	0.07%	185
2025 Q3	$426K	Hold	4,269	–	–	0.08%	172
2025 Q2	$417K	Sell	4,269 -143	-3%	-$12.3K	0.08%	163
2025 Q1	$318K	Sell	4,412 -540	-11%	-$43.9K	0.07%	138
2024 Q4	$404K	Buy	+4,952	New	+$359K	0.09%	122

Other funds holding FBTC

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIS

AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Drucker Wealth 3.0's FBTC Position: Q2 2026 in Review

Drucker Wealth 3.0 reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 24% in Q2 2026, selling an estimated $120K and leaving 6,009 shares worth $307K. The position accounts for 0.05% of the portfolio, ranked #226.

Drucker Wealth 3.0 first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $468K in Q1 2026. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Drucker Wealth 3.0 held 6,009 shares of Fidelity Wise Origin Bitcoin Fund worth $307K as of Q2 2026.
Drucker Wealth 3.0 sold 1,914 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $120K.
Fidelity Wise Origin Bitcoin Fund made up 0.05% of Drucker Wealth 3.0's portfolio in Q2 2026, its #226 holding.
Drucker Wealth 3.0 first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
Drucker Wealth 3.0's Fidelity Wise Origin Bitcoin Fund position peaked at $468K in Q1 2026.
88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.