FFM
BITO icon

Forum Financial Management’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Forum Financial Management’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 		$323K Sell
40,496
-1
-0% -$10 ﹤0.01% 268
2026
Q1 		$377K Buy
+40,497
New +$428K 0.01% 230

Other funds holding BITO

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Forum Financial Management's BITO Position: Q2 2026 in Review

Forum Financial Management reduced its ProShares Bitcoin Strategy ETF (BITO) stake by 0% in Q2 2026, selling an estimated $10 and leaving 40,496 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Forum Financial Management first reported a position in BITO in Q1 2026 and has held it in 2 quarters since. The position peaked at $377K in Q1 2026. 193 funds tracked by Wall St. Rank hold BITO as of Q2 2026.

  • Forum Financial Management held 40,496 shares of ProShares Bitcoin Strategy ETF worth $323K as of Q2 2026.
  • Forum Financial Management sold 1 ProShares Bitcoin Strategy ETF share in Q2 2026, an estimated $10.
  • ProShares Bitcoin Strategy ETF made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #268 holding.
  • Forum Financial Management first reported a position in ProShares Bitcoin Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • Forum Financial Management's ProShares Bitcoin Strategy ETF position peaked at $377K in Q1 2026.
  • 193 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.