PWMAI
FBTC icon

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio FBTC Stock Details FBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.29K Sell
44
-15
-25% -$937 ﹤0.01% 497
2026
Q1 		$3.54K Sell
59
-48
-45% -$3.19K ﹤0.01% 448
2025
Q4 		$8.23K Sell
107
-130
-55% -$11.3K ﹤0.01% 423
2025
Q3 		$23.7K Buy
237
+6
+3% +$599 0.01% 350
2025
Q2 		$21.8K Hold
231
– – 0.01% 321
2025
Q1 		$16.7K Sell
231
-85
-27% -$6.91K 0.01% 339
2024
Q4 		$25.8K Buy
316
+44
+16% +$3.19K 0.01% 318
2024
Q3 		$15.1K Buy
272
+10
+4% +$533 0.01% 282
2024
Q2 		$13.7K Buy
262
+19
+8% +$1.09K 0.01% 267
2024
Q1 		$15.1K Buy
+243
New +$11.6K 0.01% 259

Other funds holding FBTC

CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCMOK
United Capital Management of KS Salina, Kansas $763M AUM 62.72% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s FBTC Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 25% in Q2 2026, selling an estimated $937 and leaving 44 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $25.8K in Q4 2024. 400 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 44 shares of Fidelity Wise Origin Bitcoin Fund worth $2.29K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 15 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $937.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #497 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Fidelity Wise Origin Bitcoin Fund position peaked at $25.8K in Q4 2024.
  • 400 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.