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 Q3	$221K	Sell	11,276 -62,728	-85%	-$934K	0.01%	992
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

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $171B AUM 106.6% 1-Year Est. Return

Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

X-Square Capital Guaynabo, Puerto Rico $412M AUM 29.24% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Global Retirement Partners San Rafael, California $7.1B AUM

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

EverSource Wealth Advisors's BITX Position: Q3 2026 in Review

EverSource Wealth Advisors reduced its 2x Bitcoin ETF (BITX) stake by 85% in Q3 2026, selling an estimated $934K and leaving 11,276 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #992.

EverSource Wealth Advisors first reported a position in BITX in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.47M in Q4 2025. 21 funds tracked by Wall St. Rank hold BITX as of Q3 2026.

EverSource Wealth Advisors held 11,276 shares of 2x Bitcoin ETF worth $221K as of Q3 2026.
EverSource Wealth Advisors sold 62,728 2x Bitcoin ETF shares in Q3 2026, an estimated $934K.
2x Bitcoin ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #992 holding.
EverSource Wealth Advisors first reported a position in 2x Bitcoin ETF in Q4 2024 and has held it in 8 quarters since.
EverSource Wealth Advisors's 2x Bitcoin ETF position peaked at $1.47M in Q4 2025.
21 funds tracked by Wall St. Rank held 2x Bitcoin ETF as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.