Financial Planning Navigators’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Financial Planning Navigators’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	$238K	Buy	+29,810	New	+$292K	0.09%	56

Other funds holding BITO

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

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

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

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

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

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

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

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

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Financial Planning Navigators's BITO Position: Q2 2026 in Review

Financial Planning Navigators opened a new position in ProShares Bitcoin Strategy ETF (BITO) in Q2 2026: 29,810 shares worth $238K. The stake represents 0.09% of the portfolio and ranks #56 among its holdings.

67 funds tracked by Wall St. Rank hold BITO as of Q2 2026.

Financial Planning Navigators held 29,810 shares of ProShares Bitcoin Strategy ETF worth $238K as of Q2 2026.
ProShares Bitcoin Strategy ETF was a new Financial Planning Navigators position in Q2 2026.
ProShares Bitcoin Strategy ETF made up 0.09% of Financial Planning Navigators's portfolio in Q2 2026, its #56 holding.
67 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q2 2026.

Based on Financial Planning Navigators's 13F filing for Q2 2026, filed 28 Jul 2026.