Guardian Wealth Advisors (North Carolina)’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	–	Sell	-1,756	Closed	-$36K	–	456
2023 Q4	$36K	Buy	1,756 +21	+1%	+$380	0.01%	330
2023 Q3	$24K	Sell	1,735 -129	-7%	-$1.89K	﹤0.01%	327
2023 Q2	$31.7K	Buy	1,864 +71	+4%	+$1.15K	0.01%	304
2023 Q1	$31.4K	Buy	1,793 +15	+0.8%	+$215	0.01%	294
2022 Q4	$18.5K	Hold	1,778	–	–	﹤0.01%	295
2022 Q3	$21K	Hold	1,778	–	–	﹤0.01%	267
2022 Q2	$21K	Buy	+1,778	New	+$35.8K	﹤0.01%	266

Other funds holding BITO

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RCMF

RK Capital Management (Florida) Weston, Florida $2.6B AUM 83.27% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

SSG

Summit Securities Group New York $810M AUM 27.35% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s BITO Position: Q1 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of ProShares Bitcoin Strategy ETF (BITO) in Q1 2024, closing a stake of 1,756 shares — an estimated $36K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in BITO in Q2 2022 and held it in 7 quarters. The position peaked at $36K in Q4 2023. 202 funds tracked by Wall St. Rank hold BITO as of Q1 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining ProShares Bitcoin Strategy ETF position as of Q1 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 1,756 ProShares Bitcoin Strategy ETF shares in Q1 2024, an estimated $36K.
Guardian Wealth Advisors (North Carolina) first reported a position in ProShares Bitcoin Strategy ETF in Q2 2022 and held it in 7 quarters.
Guardian Wealth Advisors (North Carolina)'s ProShares Bitcoin Strategy ETF position peaked at $36K in Q4 2023.
202 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q1 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2024, filed 15 May 2024.