IFP Advisors’s Bitwise Bitcoin Strategy Optimum Roll ETF BITC Stock Holding History

IFP Advisors’s Portfolio BITC Stock Details BITC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$38	Hold	1	–	–	﹤0.01%	5083
2026 Q2	$36	Hold	1	–	–	﹤0.01%	5045
2026 Q1	$36	Hold	1	–	–	﹤0.01%	4869
2025 Q4	$36	Hold	1	–	–	﹤0.01%	4737
2025 Q3	$45	Hold	1	–	–	﹤0.01%	4671
2025 Q2	$65	Buy	+1	New	+$45	﹤0.01%	4780

Other funds holding BITC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

IFP Advisors's BITC Position: Q3 2026 in Review

IFP Advisors held its Bitwise Bitcoin Strategy Optimum Roll ETF (BITC) position steady in Q3 2026 at 1 share worth $38. The position accounts for ﹤0.01% of the portfolio, ranked #5083.

IFP Advisors first reported a position in BITC in Q2 2025 and has held it in 6 quarters since. The position peaked at $65 in Q2 2025. 4 funds tracked by Wall St. Rank hold BITC as of Q3 2026.

IFP Advisors held 1 share of Bitwise Bitcoin Strategy Optimum Roll ETF worth $38 as of Q3 2026.
IFP Advisors left its Bitwise Bitcoin Strategy Optimum Roll ETF share count unchanged in Q3 2026.
Bitwise Bitcoin Strategy Optimum Roll ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5083 holding.
IFP Advisors first reported a position in Bitwise Bitcoin Strategy Optimum Roll ETF in Q2 2025 and has held it in 6 quarters since.
IFP Advisors's Bitwise Bitcoin Strategy Optimum Roll ETF position peaked at $65 in Q2 2025.
4 funds tracked by Wall St. Rank held Bitwise Bitcoin Strategy Optimum Roll ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.