EverSource Wealth Advisors’s 2x Bitcoin ETF BITX Stock Holding History

EverSource Wealth Advisors’s Portfolio BITX Stock Details BITX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$764K	Buy	74,004 +1	+0%	+$16	0.03%	414
2026 Q1	$1.09M	Buy	74,003 +21,114	+40%	+$430K	0.03%	361
2025 Q4	$1.47M	Buy	52,889 +35,432	+203%	+$1.43M	0.05%	256
2025 Q3	$962K	Buy	17,457 +42	+0.2%	+$2.46K	0.04%	319
2025 Q2	$941K	Buy	17,415 +4,521	+35%	+$217K	0.04%	294
2025 Q1	$457K	Buy	12,894 +12,751	+8,917%	+$627K	0.03%	401
2024 Q4	$7.4K	Buy	+143	New	+$6.58K	﹤0.01%	2157

Other funds holding BITX

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

FLP

Financial Life Planners Tempe, Arizona $156M AUM 23.26% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

SSG

Summit Securities Group New York $1.05B AUM 36.17% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

BTD

BankPlus Trust Department Jackson, Mississippi $428M AUM 26.85% 1-Year Est. Return

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

EverSource Wealth Advisors increased its 2x Bitcoin ETF (BITX) stake by 0% in Q2 2026, buying an estimated $16 and bringing the position to 74,004 shares worth $764K. The position accounts for 0.03% of the portfolio, ranked #414.

EverSource Wealth Advisors first reported a position in BITX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.47M in Q4 2025. 9 funds tracked by Wall St. Rank hold BITX as of Q2 2026.

EverSource Wealth Advisors held 74,004 shares of 2x Bitcoin ETF worth $764K as of Q2 2026.
EverSource Wealth Advisors bought 1 2x Bitcoin ETF share in Q2 2026, an estimated $16.
2x Bitcoin ETF made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #414 holding.
EverSource Wealth Advisors first reported a position in 2x Bitcoin ETF in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's 2x Bitcoin ETF position peaked at $1.47M in Q4 2025.
9 funds tracked by Wall St. Rank held 2x Bitcoin ETF as of Q2 2026.

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