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Financial Planning Hawaii’s Bitwise Bitcoin ETF BITB Stock Holding History

Financial Planning Hawaii’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
Q1 		– Sell
-5,665
Closed -$269K – 129
2025
Q4 		$269K Buy
+5,665
New +$308K 0.16% 112

Other funds holding BITB

SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $260M AUM 4.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Financial Planning Hawaii's BITB Position: Q1 2026 in Review

Financial Planning Hawaii sold out of Bitwise Bitcoin ETF (BITB) in Q1 2026, closing a stake of 5,665 shares — an estimated $269K sold.

Financial Planning Hawaii first reported a position in BITB in Q4 2025 and held it in 1 quarter. The position peaked at $269K in Q4 2025. 299 funds tracked by Wall St. Rank hold BITB as of Q1 2026.

  • Financial Planning Hawaii reported no remaining Bitwise Bitcoin ETF position as of Q1 2026 after selling out during the quarter.
  • Financial Planning Hawaii sold 5,665 Bitwise Bitcoin ETF shares in Q1 2026, an estimated $269K.
  • Financial Planning Hawaii first reported a position in Bitwise Bitcoin ETF in Q4 2025 and held it in 1 quarter.
  • Financial Planning Hawaii's Bitwise Bitcoin ETF position peaked at $269K in Q4 2025.
  • 299 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q1 2026.

Based on Financial Planning Hawaii's 13F filing for Q1 2026, filed 21 Apr 2026.