HWA
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Heritage Wealth Advisors’s 2x Bitcoin ETF BITX Stock Holding History

Heritage Wealth Advisors’s Portfolio BITX Stock Details BITX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,000
Closed -$55.5K – 681
2025
Q4 		$55.5K Buy
+2,000
New +$80.9K ﹤0.01% 312

Other funds holding BITX

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
XSC
X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
CCP
Cane Capital Partners Saint Francisville, Louisiana $229M AUM

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

Heritage Wealth Advisors sold out of 2x Bitcoin ETF (BITX) in Q1 2026, closing a stake of 2,000 shares — an estimated $55.5K sold.

Heritage Wealth Advisors first reported a position in BITX in Q4 2025 and held it in 1 quarter. The position peaked at $55.5K in Q4 2025. 35 funds tracked by Wall St. Rank hold BITX as of Q1 2026.

  • Heritage Wealth Advisors reported no remaining 2x Bitcoin ETF position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 2,000 2x Bitcoin ETF shares in Q1 2026, an estimated $55.5K.
  • Heritage Wealth Advisors first reported a position in 2x Bitcoin ETF in Q4 2025 and held it in 1 quarter.
  • Heritage Wealth Advisors's 2x Bitcoin ETF position peaked at $55.5K in Q4 2025.
  • 35 funds tracked by Wall St. Rank held 2x Bitcoin ETF as of Q1 2026.

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