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Heritage Oak Wealth Advisors’s ProShares UltraShort Bitcoin ETF SBIT Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio SBIT Stock Details SBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,045
Closed -$121K – 92
2024
Q4 		$121K Buy
+2,045
New +$196K 0.06% 76

Other funds holding SBIT

JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
HT
Headlands Technologies Chicago, Illinois $878M AUM 44.8% 1-Year Est. Return

Heritage Oak Wealth Advisors's SBIT Position: Q1 2025 in Review

Heritage Oak Wealth Advisors sold out of ProShares UltraShort Bitcoin ETF (SBIT) in Q1 2025, closing a stake of 2,045 shares — an estimated $121K sold.

Heritage Oak Wealth Advisors first reported a position in SBIT in Q4 2024 and held it in 1 quarter. The position peaked at $121K in Q4 2024. 12 funds tracked by Wall St. Rank hold SBIT as of Q1 2025.

  • Heritage Oak Wealth Advisors reported no remaining ProShares UltraShort Bitcoin ETF position as of Q1 2025 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 2,045 ProShares UltraShort Bitcoin ETF shares in Q1 2025, an estimated $121K.
  • Heritage Oak Wealth Advisors first reported a position in ProShares UltraShort Bitcoin ETF in Q4 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's ProShares UltraShort Bitcoin ETF position peaked at $121K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held ProShares UltraShort Bitcoin ETF as of Q1 2025.

Based on Heritage Oak Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.