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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
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

FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
WIA
Wealthedge Investment Advisors New York $272M AUM 10.26% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
E
EntreWealth Austin, Texas $223M AUM 14.93% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
UA
USCF Advisers Walnut Creek, California $177K AUM 31.8% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return

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

Heritage Wealth Advisors reduced its ProShares Ultra Bitcoin ETF (BITU) stake by 45% in Q1 2026, selling an estimated $80.8K and leaving 6,000 shares worth $69.8K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Heritage Wealth Advisors first reported a position in BITU in Q4 2025 and has held it in 2 quarters since. The position peaked at $243K in Q4 2025. 32 funds tracked by Wall St. Rank hold BITU as of Q1 2026.

  • Heritage Wealth Advisors held 6,000 shares of ProShares Ultra Bitcoin ETF worth $69.8K as of Q1 2026.
  • Heritage Wealth Advisors sold 5,000 ProShares Ultra Bitcoin ETF shares in Q1 2026, an estimated $80.8K.
  • ProShares Ultra Bitcoin ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #284 holding.
  • Heritage Wealth Advisors first reported a position in ProShares Ultra Bitcoin ETF in Q4 2025 and has held it in 2 quarters since.
  • Heritage Wealth Advisors's ProShares Ultra Bitcoin ETF position peaked at $243K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held ProShares Ultra Bitcoin ETF as of Q1 2026.

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