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

Executive 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
2022
Q3 		– Sell
-75,081
Closed -$871K – 177
2022
Q2 		$871K Buy
75,081
+13,195
+21% +$266K 0.12% 112
2022
Q1 		$1.77M Buy
+61,886
New +$1.61M 0.19% 92

Other funds holding BITO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $228M AUM 14.04% 1-Year Est. Return

Executive Wealth Management's BITO Position: Q3 2022 in Review

Executive Wealth Management sold out of ProShares Bitcoin Strategy ETF (BITO) in Q3 2022, closing a stake of 75,081 shares — an estimated $871K sold.

Executive Wealth Management first reported a position in BITO in Q1 2022 and held it in 2 quarters. The position peaked at $1.77M in Q1 2022. 160 funds tracked by Wall St. Rank hold BITO as of Q3 2022.

  • Executive Wealth Management reported no remaining ProShares Bitcoin Strategy ETF position as of Q3 2022 after selling out during the quarter.
  • Executive Wealth Management sold 75,081 ProShares Bitcoin Strategy ETF shares in Q3 2022, an estimated $871K.
  • Executive Wealth Management first reported a position in ProShares Bitcoin Strategy ETF in Q1 2022 and held it in 2 quarters.
  • Executive Wealth Management's ProShares Bitcoin Strategy ETF position peaked at $1.77M in Q1 2022.
  • 160 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q3 2022.

Based on Executive Wealth Management's 13F filing for Q3 2022, filed 10 Nov 2022.