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Evermay Wealth Management’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Evermay Wealth 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
Q1 		– Sell
-5
Closed -$61 – 597
2025
Q4 		$61 Hold
5
– – ﹤0.01% 567
2025
Q3 		$99 Hold
5
– – ﹤0.01% 545
2025
Q2 		$108 Buy
+5
New +$103 ﹤0.01% 559

Other funds holding BITO

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 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 $243M AUM 8.27% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return

Evermay Wealth Management's BITO Position: Q1 2026 in Review

Evermay Wealth Management sold out of ProShares Bitcoin Strategy ETF (BITO) in Q1 2026, closing a stake of 5 shares — an estimated $61 sold.

Evermay Wealth Management first reported a position in BITO in Q2 2025 and held it in 3 quarters. The position peaked at $108 in Q2 2025. 207 funds tracked by Wall St. Rank hold BITO as of Q1 2026.

  • Evermay Wealth Management reported no remaining ProShares Bitcoin Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Evermay Wealth Management sold 5 ProShares Bitcoin Strategy ETF shares in Q1 2026, an estimated $61.
  • Evermay Wealth Management first reported a position in ProShares Bitcoin Strategy ETF in Q2 2025 and held it in 3 quarters.
  • Evermay Wealth Management's ProShares Bitcoin Strategy ETF position peaked at $108 in Q2 2025.
  • 207 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.