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Financial Guidance Group’s Bitwise Bitcoin ETF BITB Stock Holding History

Financial Guidance Group’s Portfolio BITB Stock Details BITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$496K Buy
15,579
+386
+3% +$15K 0.19% 61
2026
Q1 		$559K Buy
15,193
+5,120
+51% +$212K 0.22% 56
2025
Q4 		$479K Buy
10,073
+351
+4% +$19.1K 0.2% 61
2025
Q3 		$605K Buy
9,722
+909
+10% +$56.6K 0.27% 53
2025
Q2 		$516K Buy
+8,813
New +$473K 0.25% 54

Other funds holding BITB

BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Financial Guidance Group's BITB Position: Q2 2026 in Review

Financial Guidance Group increased its Bitwise Bitcoin ETF (BITB) stake by 2.5% in Q2 2026, buying an estimated $15K and bringing the position to 15,579 shares worth $496K. The position accounts for 0.19% of the portfolio, ranked #61.

Financial Guidance Group first reported a position in BITB in Q2 2025 and has held it in 5 quarters since. The position peaked at $605K in Q3 2025. 120 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

  • Financial Guidance Group held 15,579 shares of Bitwise Bitcoin ETF worth $496K as of Q2 2026.
  • Financial Guidance Group bought 386 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $15K.
  • Bitwise Bitcoin ETF made up 0.19% of Financial Guidance Group's portfolio in Q2 2026, its #61 holding.
  • Financial Guidance Group first reported a position in Bitwise Bitcoin ETF in Q2 2025 and has held it in 5 quarters since.
  • Financial Guidance Group's Bitwise Bitcoin ETF position peaked at $605K in Q3 2025.
  • 120 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.