Envestnet Asset Management
BITO icon

Envestnet Asset Management’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Envestnet Asset Management’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 		$294K Buy
36,796
+7,141
+24% +$70.1K ﹤0.01% 4442
2026
Q1 		$276K Buy
29,655
+16,437
+124% +$174K ﹤0.01% 4324
2025
Q4 		$161K Buy
13,218
+2,057
+18% +$32.3K ﹤0.01% 4304
2025
Q3 		$220K Buy
+11,161
New +$233K ﹤0.01% 4275
2025
Q1 		– Sell
-9,814
Closed -$224K – 4362
2024
Q4 		$224K Sell
9,814
-74,481
-88% -$1.65M ﹤0.01% 4043
2024
Q3 		$1.62M Buy
84,295
+13,318
+19% +$266K ﹤0.01% 2814
2024
Q2 		$1.6M Buy
70,977
+10,326
+17% +$276K ﹤0.01% 2734
2024
Q1 		$1.96M Sell
60,651
-225,058
-79% -$5.66M ﹤0.01% 2584
2023
Q4 		$5.85M Buy
285,709
+129,161
+83% +$2.34M ﹤0.01% 1780
2023
Q3 		$2.16M Buy
156,548
+145,766
+1,352% +$2.14M ﹤0.01% 2339
2023
Q2 		$183K Sell
10,782
-5,069
-32% -$82.1K ﹤0.01% 3730
2023
Q1 		$278K Buy
15,851
+5,252
+50% +$75.4K ﹤0.01% 3477
2022
Q4 		$111K Sell
10,599
-50,831
-83% -$567K ﹤0.01% 3798
2022
Q3 		$737K Buy
61,430
+4,469
+8% +$58.6K ﹤0.01% 2788
2022
Q2 		$663K Buy
+56,961
New +$1.15M ﹤0.01% 2890
2022
Q1 		– Sell
-10,438
Closed -$302K – 3940
2021
Q4 		$302K Buy
+10,438
New +$376K ﹤0.01% 3410

Other funds holding BITO

MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Envestnet Asset Management's BITO Position: Q2 2026 in Review

Envestnet Asset Management increased its ProShares Bitcoin Strategy ETF (BITO) stake by 24% in Q2 2026, buying an estimated $70.1K and bringing the position to 36,796 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #4442.

Envestnet Asset Management first reported a position in BITO in Q4 2021 and has held it in 16 quarters since. The position peaked at $5.85M in Q4 2023. 83 funds tracked by Wall St. Rank hold BITO as of Q2 2026.

  • Envestnet Asset Management held 36,796 shares of ProShares Bitcoin Strategy ETF worth $294K as of Q2 2026.
  • Envestnet Asset Management bought 7,141 ProShares Bitcoin Strategy ETF shares in Q2 2026, an estimated $70.1K.
  • ProShares Bitcoin Strategy ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4442 holding.
  • Envestnet Asset Management first reported a position in ProShares Bitcoin Strategy ETF in Q4 2021 and has held it in 16 quarters since.
  • Envestnet Asset Management's ProShares Bitcoin Strategy ETF position peaked at $5.85M in Q4 2023.
  • 83 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.