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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
2024
Q4 		– Hold
0
– -$672K – 934
2024
Q3 		– Hold
0
– – – 255

Other funds holding BITO

MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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. 83 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.
  • 83 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.