GWANC
BITB icon

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
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

Other funds holding BITB

SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $260M AUM 4.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s BITB Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Bitwise Bitcoin ETF (BITB) stake by 7.7% in Q1 2026, buying an estimated $18.4K and bringing the position to 6,204 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #328.

Guardian Wealth Advisors (North Carolina) first reported a position in BITB in Q3 2025 and has held it in 3 quarters since. The position peaked at $307K in Q3 2025. 298 funds tracked by Wall St. Rank hold BITB as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 6,204 shares of Bitwise Bitcoin ETF worth $228K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) bought 443 Bitwise Bitcoin ETF shares in Q1 2026, an estimated $18.4K.
  • Bitwise Bitcoin ETF made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #328 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Bitwise Bitcoin ETF in Q3 2025 and has held it in 3 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Bitwise Bitcoin ETF position peaked at $307K in Q3 2025.
  • 298 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.