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EnRich Financial Partners’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

EnRich Financial 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
2024
Q4 		– Sell
-950
Closed -$18.2K – 221
2024
Q3 		$18.2K Hold
950
– – 0.01% 146
2024
Q2 		$21.4K Hold
950
– – 0.01% 132
2024
Q1 		$30.7K Buy
+950
New +$23.9K 0.01% 112

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AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
SSG
Summit Securities Group New York $810M AUM 27.35% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

EnRich Financial Partners's BITO Position: Q4 2024 in Review

EnRich Financial Partners sold out of ProShares Bitcoin Strategy ETF (BITO) in Q4 2024, closing a stake of 950 shares — an estimated $18.2K sold.

EnRich Financial Partners first reported a position in BITO in Q1 2024 and held it in 3 quarters. The position peaked at $30.7K in Q1 2024. 197 funds tracked by Wall St. Rank hold BITO as of Q4 2024.

  • EnRich Financial Partners reported no remaining ProShares Bitcoin Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • EnRich Financial Partners sold 950 ProShares Bitcoin Strategy ETF shares in Q4 2024, an estimated $18.2K.
  • EnRich Financial Partners first reported a position in ProShares Bitcoin Strategy ETF in Q1 2024 and held it in 3 quarters.
  • EnRich Financial Partners's ProShares Bitcoin Strategy ETF position peaked at $30.7K in Q1 2024.
  • 197 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q4 2024.

Based on EnRich Financial Partners's 13F filing for Q4 2024, filed 13 Feb 2025.