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

Exencial 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
2024
Q1 		– Sell
-14,525
Closed -$298K – 496
2023
Q4 		$298K Buy
+14,525
New +$263K 0.01% 419

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RCMF
RK Capital Management (Florida) Weston, Florida $2.6B AUM 83.27% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
SSG
Summit Securities Group New York $810M AUM 27.35% 1-Year Est. Return

Exencial Wealth Advisors's BITO Position: Q1 2024 in Review

Exencial Wealth Advisors sold out of ProShares Bitcoin Strategy ETF (BITO) in Q1 2024, closing a stake of 14,525 shares — an estimated $298K sold.

Exencial Wealth Advisors first reported a position in BITO in Q4 2023 and held it in 1 quarter. The position peaked at $298K in Q4 2023. 202 funds tracked by Wall St. Rank hold BITO as of Q1 2024.

  • Exencial Wealth Advisors reported no remaining ProShares Bitcoin Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Exencial Wealth Advisors sold 14,525 ProShares Bitcoin Strategy ETF shares in Q1 2024, an estimated $298K.
  • Exencial Wealth Advisors first reported a position in ProShares Bitcoin Strategy ETF in Q4 2023 and held it in 1 quarter.
  • Exencial Wealth Advisors's ProShares Bitcoin Strategy ETF position peaked at $298K in Q4 2023.
  • 202 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q1 2024.

Based on Exencial Wealth Advisors's 13F filing for Q1 2024, filed 10 May 2024.