Highland Financial Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Highland Financial Advisors’s Portfolio FBTC Stock Details FBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.13M	Buy	22,085 +1,554	+8%	+$97.1K	0.25%	34
2026 Q1	$1.21M	Sell	20,531 -1,169	-5%	-$77.8K	0.32%	31
2025 Q4	$1.65M	Sell	21,700 -131	-0.6%	-$11.4K	0.46%	26
2025 Q3	$2.18M	Sell	21,831 -129	-0.6%	-$12.9K	0.62%	20
2025 Q2	$2.06M	Sell	21,960 -193	-0.9%	-$16.6K	0.66%	20
2025 Q1	$1.59M	Sell	22,153 -650	-3%	-$52.9K	0.57%	21
2024 Q4	$1.86M	Sell	22,803 -4,091	-15%	-$297K	0.64%	21
2024 Q3	$1.49M	Buy	26,894 +4,150	+18%	+$221K	0.53%	23
2024 Q2	$1.19M	Buy	22,744 +6,389	+39%	+$366K	0.44%	26
2024 Q1	$1.01M	Buy	+16,355	New	+$782K	0.41%	27

Other funds holding FBTC

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return