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Grant Private Wealth Management’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Grant Private Wealth 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 		– Sell
-11,322
Closed -$105K – 165
2026
Q1 		$105K Hold
11,322
– – 0.06% 151
2025
Q4 		$138K Sell
11,322
-1,521
-12% -$23.9K 0.08% 134
2025
Q3 		$253K Buy
+12,843
New +$268K 0.16% 117
2025
Q2 		– Sell
-13,316
Closed -$244K – 82
2025
Q1 		$244K Buy
13,316
+600
+5% +$13K 0.26% 104
2024
Q4 		$302K Buy
+12,716
New +$282K 0.33% 83

Other funds holding BITO

MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Grant Private Wealth Management's BITO Position: Q2 2026 in Review

Grant Private Wealth Management sold out of ProShares Bitcoin Strategy ETF (BITO) in Q2 2026, closing a stake of 11,322 shares — an estimated $105K sold.

Grant Private Wealth Management first reported a position in BITO in Q4 2024 and held it in 5 quarters. The position peaked at $302K in Q4 2024. 24 funds tracked by Wall St. Rank hold BITO as of Q2 2026.

  • Grant Private Wealth Management reported no remaining ProShares Bitcoin Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Grant Private Wealth Management sold 11,322 ProShares Bitcoin Strategy ETF shares in Q2 2026, an estimated $105K.
  • Grant Private Wealth Management first reported a position in ProShares Bitcoin Strategy ETF in Q4 2024 and held it in 5 quarters.
  • Grant Private Wealth Management's ProShares Bitcoin Strategy ETF position peaked at $302K in Q4 2024.
  • 24 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.