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Guardian Wealth Advisors (North Carolina)’s Bitwise Bitcoin ETF BITB Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio BITB Stock Details BITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,204
Closed -$228K – 388
2026
Q1 		$228K Buy
6,204
+443
+8% +$18.4K 0.01% 328
2025
Q4 		$274K Buy
5,761
+824
+17% +$44.8K 0.02% 306
2025
Q3 		$307K Buy
+4,937
New +$308K 0.02% 283

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BHWM
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PNC Financial Services Group
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KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
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HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s BITB Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Bitwise Bitcoin ETF (BITB) in Q2 2026, closing a stake of 6,204 shares — an estimated $228K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in BITB in Q3 2025 and held it in 3 quarters. The position peaked at $307K in Q3 2025. 273 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Bitwise Bitcoin ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 6,204 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $228K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Bitwise Bitcoin ETF in Q3 2025 and held it in 3 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Bitwise Bitcoin ETF position peaked at $307K in Q3 2025.
  • 273 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.