Heritage Wealth Advisors’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Heritage Wealth Advisors’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 Q1	$112	Hold	12	–	–	﹤0.01%	666
2025 Q4	$146	Hold	12	–	–	﹤0.01%	576
2025 Q3	$236	Hold	12	–	–	﹤0.01%	564
2025 Q2	$258	Hold	12	–	–	﹤0.01%	550
2025 Q1	$220	Hold	12	–	–	﹤0.01%	557
2024 Q4	$273	Hold	12	–	–	﹤0.01%	607
2024 Q3	$230	Hold	12	–	–	﹤0.01%	603
2024 Q2	$270	Hold	12	–	–	﹤0.01%	503
2024 Q1	$388	Hold	12	–	–	﹤0.01%	525
2023 Q4	$246	Hold	12	–	–	﹤0.01%	532
2023 Q3	$166	Hold	12	–	–	﹤0.01%	502
2023 Q2	$204	Hold	12	–	–	﹤0.01%	539
2023 Q1	$210	Sell	12 -398	-97%	-$5.71K	﹤0.01%	556
2022 Q4	$4.28K	Hold	410	–	–	﹤0.01%	483
2022 Q3	$4.92K	Hold	410	–	–	﹤0.01%	453
2022 Q2	$5K	Hold	410	–	–	﹤0.01%	488
2022 Q1	$12K	Buy	410 +12	+3%	+$313	﹤0.01%	426
2021 Q4	$12K	Buy	+398	New	+$14.3K	﹤0.01%	435

Other funds holding BITO

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

FCG

Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $288M AUM 38.96% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

LWMI

Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

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

Heritage Wealth Advisors's BITO Position: Q1 2026 in Review

Heritage Wealth Advisors held its ProShares Bitcoin Strategy ETF (BITO) position steady in Q1 2026 at 12 shares worth $112. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Heritage Wealth Advisors first reported a position in BITO in Q4 2021 and has held it in 18 quarters since. The position peaked at $12K in Q1 2022. 205 funds tracked by Wall St. Rank hold BITO as of Q1 2026.

Heritage Wealth Advisors held 12 shares of ProShares Bitcoin Strategy ETF worth $112 as of Q1 2026.
Heritage Wealth Advisors left its ProShares Bitcoin Strategy ETF share count unchanged in Q1 2026.
ProShares Bitcoin Strategy ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #666 holding.
Heritage Wealth Advisors first reported a position in ProShares Bitcoin Strategy ETF in Q4 2021 and has held it in 18 quarters since.
Heritage Wealth Advisors's ProShares Bitcoin Strategy ETF position peaked at $12K in Q1 2022.
205 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.