Financial Life Planners’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Financial Life Planners’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
2026 Q2	$6.48K	Buy	812 +3	+0.4%	+$29	﹤0.01%	254
2026 Q1	$7.53K	Buy	+809	New	+$8.54K	0.01%	251
2025 Q4	–	Sell	-660	Closed	-$13K	–	91
2025 Q3	$13K	Buy	+660	New	+$13.8K	0.01%	230
2025 Q1	–	Sell	-871	Closed	-$19.8K	–	120
2024 Q4	$19.8K	Buy	+871	New	+$19.3K	0.02%	208

Other funds holding BITO

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Financial Life Planners's BITO Position: Q2 2026 in Review

Financial Life Planners increased its ProShares Bitcoin Strategy ETF (BITO) stake by 0.37% in Q2 2026, buying an estimated $29 and bringing the position to 812 shares worth $6.48K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Financial Life Planners first reported a position in BITO in Q4 2024 and has held it in 4 quarters since. The position peaked at $19.8K in Q4 2024. 75 funds tracked by Wall St. Rank hold BITO as of Q2 2026.

Financial Life Planners held 812 shares of ProShares Bitcoin Strategy ETF worth $6.48K as of Q2 2026.
Financial Life Planners bought 3 ProShares Bitcoin Strategy ETF shares in Q2 2026, an estimated $29.
ProShares Bitcoin Strategy ETF made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #254 holding.
Financial Life Planners first reported a position in ProShares Bitcoin Strategy ETF in Q4 2024 and has held it in 4 quarters since.
Financial Life Planners's ProShares Bitcoin Strategy ETF position peaked at $19.8K in Q4 2024.
75 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.