HWA
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Heritage Wealth Advisors’s ProShares Ultra Bitcoin ETF BITU Stock Holding History

Heritage Wealth Advisors’s Portfolio BITU Stock Details BITU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.7K Hold
6,000
– – ﹤0.01% 338
2026
Q1 		$69.8K Sell
6,000
-5,000
-45% -$80.8K ﹤0.01% 284
2025
Q4 		$243K Buy
+11,000
New +$428K 0.01% 205

Other funds holding BITU

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
TFG
Turner Financial Group Pace, Florida $101M AUM
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
WIA
Wealthedge Investment Advisors New York $294M AUM 20.18% 1-Year Est. Return
SFG
Strive Financial Group Carmel, Indiana $230M AUM
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
E
EntreWealth Austin, Texas $270M AUM 17.72% 1-Year Est. Return

Heritage Wealth Advisors's BITU Position: Q2 2026 in Review

Heritage Wealth Advisors held its ProShares Ultra Bitcoin ETF (BITU) position steady in Q2 2026 at 6,000 shares worth $48.7K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Heritage Wealth Advisors first reported a position in BITU in Q4 2025 and has held it in 3 quarters since. The position peaked at $243K in Q4 2025. 37 funds tracked by Wall St. Rank hold BITU as of Q2 2026.

  • Heritage Wealth Advisors held 6,000 shares of ProShares Ultra Bitcoin ETF worth $48.7K as of Q2 2026.
  • Heritage Wealth Advisors left its ProShares Ultra Bitcoin ETF share count unchanged in Q2 2026.
  • ProShares Ultra Bitcoin ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #338 holding.
  • Heritage Wealth Advisors first reported a position in ProShares Ultra Bitcoin ETF in Q4 2025 and has held it in 3 quarters since.
  • Heritage Wealth Advisors's ProShares Ultra Bitcoin ETF position peaked at $243K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held ProShares Ultra Bitcoin ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.