Financial Perspectives’s Global X Blockchain & Bitcoin Strategy ETF BITS Stock Holding History

Financial Perspectives’s Portfolio BITS Stock Details BITS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.85K	Hold	28	–	–	﹤0.01%	657
2026 Q2	$1.57K	Hold	28	–	–	﹤0.01%	663
2026 Q1	$1.43K	Buy	28 +5	+22%	+$302	﹤0.01%	650
2025 Q4	$1.45K	Hold	23	–	–	﹤0.01%	649
2025 Q3	$2.24K	Hold	23	–	–	﹤0.01%	631
2025 Q2	$1.66K	Hold	23	–	–	﹤0.01%	639
2025 Q1	$1.16K	Buy	23 +5	+28%	+$322	﹤0.01%	655
2024 Q4	$1.23K	Hold	18	–	–	﹤0.01%	657
2024 Q3	$1.2K	Hold	18	–	–	﹤0.01%	613
2024 Q2	$1.22K	Hold	18	–	–	﹤0.01%	602
2024 Q1	$1.34K	Buy	18 +2	+13%	+$117	﹤0.01%	593
2023 Q4	$858	Hold	16	–	–	﹤0.01%	635
2023 Q3	$533	Hold	16	–	–	﹤0.01%	660
2023 Q2	$638	Hold	16	–	–	﹤0.01%	642
2023 Q1	$528	Hold	16	–	–	﹤0.01%	643
2022 Q4	$306	Hold	16	–	–	﹤0.01%	653
2022 Q3	$440	Buy	+16	New	+$485	﹤0.01%	654

Other funds holding BITS

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

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

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Financial Perspectives's BITS Position: Q3 2026 in Review

Financial Perspectives held its Global X Blockchain & Bitcoin Strategy ETF (BITS) position steady in Q3 2026 at 28 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Financial Perspectives first reported a position in BITS in Q3 2022 and has held it in 17 quarters since. The position peaked at $2.24K in Q3 2025. 7 funds tracked by Wall St. Rank hold BITS as of Q3 2026.

Financial Perspectives held 28 shares of Global X Blockchain & Bitcoin Strategy ETF worth $1.85K as of Q3 2026.
Financial Perspectives left its Global X Blockchain & Bitcoin Strategy ETF share count unchanged in Q3 2026.
Global X Blockchain & Bitcoin Strategy ETF made up ﹤0.01% of Financial Perspectives's portfolio in Q3 2026, its #657 holding.
Financial Perspectives first reported a position in Global X Blockchain & Bitcoin Strategy ETF in Q3 2022 and has held it in 17 quarters since.
Financial Perspectives's Global X Blockchain & Bitcoin Strategy ETF position peaked at $2.24K in Q3 2025.
7 funds tracked by Wall St. Rank held Global X Blockchain & Bitcoin Strategy ETF as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.