EWA
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EverSource Wealth Advisors’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

EverSource Wealth Advisors’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 		$1.59K Hold
199
– – ﹤0.01% 3809
2026
Q1 		$1.85K Hold
199
– – ﹤0.01% 3671
2025
Q4 		$2.42K Sell
199
-538
-73% -$8.44K ﹤0.01% 3426
2025
Q3 		$14.5K Buy
737
+33
+5% +$688 ﹤0.01% 2585
2025
Q2 		$15.1K Sell
704
-121
-15% -$2.5K ﹤0.01% 2509
2025
Q1 		$15.1K Sell
825
-482
-37% -$10.5K ﹤0.01% 1856
2024
Q4 		$29.8K Buy
1,307
+309
+31% +$6.86K ﹤0.01% 1420
2024
Q3 		$19.2K Sell
998
-35
-3% -$698 ﹤0.01% 1517
2024
Q2 		$23.4K Buy
1,033
+160
+18% +$4.28K ﹤0.01% 1426
2024
Q1 		$22.4K Sell
873
-64
-7% -$1.61K ﹤0.01% 1312
2023
Q4 		$19.2K Buy
937
+13
+1% +$235 ﹤0.01% 1249
2023
Q3 		$12.8K Buy
924
+22
+2% +$322 ﹤0.01% 1324
2023
Q2 		$15.3K Sell
902
-2
-0.2% -$32 ﹤0.01% 1253
2023
Q1 		$15.8K Sell
904
-313
-26% -$4.49K ﹤0.01% 1172
2022
Q4 		$12.7K Buy
1,217
+395
+48% +$4.41K ﹤0.01% 1240
2022
Q3 		$10K Buy
822
+68
+9% +$892 ﹤0.01% 1124
2022
Q2 		$9K Buy
754
+103
+16% +$2.07K ﹤0.01% 1058
2022
Q1 		$19K Buy
651
+234
+56% +$6.1K ﹤0.01% 712
2021
Q4 		$12K Buy
+417
New +$15K ﹤0.01% 882

Other funds holding BITO

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Renaissance Technologies
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
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 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
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

EverSource Wealth Advisors's BITO Position: Q2 2026 in Review

EverSource Wealth Advisors held its ProShares Bitcoin Strategy ETF (BITO) position steady in Q2 2026 at 199 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #3809.

EverSource Wealth Advisors first reported a position in BITO in Q4 2021 and has held it in 19 quarters since. The position peaked at $29.8K in Q4 2024. 193 funds tracked by Wall St. Rank hold BITO as of Q2 2026.

  • EverSource Wealth Advisors held 199 shares of ProShares Bitcoin Strategy ETF worth $1.59K as of Q2 2026.
  • EverSource Wealth Advisors left its ProShares Bitcoin Strategy ETF share count unchanged in Q2 2026.
  • ProShares Bitcoin Strategy ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3809 holding.
  • EverSource Wealth Advisors first reported a position in ProShares Bitcoin Strategy ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's ProShares Bitcoin Strategy ETF position peaked at $29.8K in Q4 2024.
  • 193 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.