Independent Wealth Network’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Independent Wealth Network’s Portfolio BITO Stock Details BITO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$410K	Buy	51,427 +1,558	+3%	+$15.3K	0.1%	203
2026 Q1	$464K	Buy	49,869 +11,131	+29%	+$118K	0.14%	176
2025 Q4	$471K	Buy	38,738 +11,221	+41%	+$176K	0.14%	162
2025 Q3	$542K	Buy	27,517 +6,983	+34%	+$146K	0.17%	142
2025 Q2	$442K	Buy	20,534 +8,458	+70%	+$174K	0.16%	151
2025 Q1	$221K	Buy	+12,076	New	+$262K	0.09%	216

Other funds holding BITO

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

CAM

CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

KPP

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Independent Wealth Network's BITO Position: Q2 2026 in Review

Independent Wealth Network increased its ProShares Bitcoin Strategy ETF (BITO) stake by 3.1% in Q2 2026, buying an estimated $15.3K and bringing the position to 51,427 shares worth $410K. The position accounts for 0.1% of the portfolio, ranked #203.

Independent Wealth Network first reported a position in BITO in Q1 2025 and has held it in 6 quarters since. The position peaked at $542K in Q3 2025. 42 funds tracked by Wall St. Rank hold BITO as of Q2 2026.

Independent Wealth Network held 51,427 shares of ProShares Bitcoin Strategy ETF worth $410K as of Q2 2026.
Independent Wealth Network bought 1,558 ProShares Bitcoin Strategy ETF shares in Q2 2026, an estimated $15.3K.
ProShares Bitcoin Strategy ETF made up 0.1% of Independent Wealth Network's portfolio in Q2 2026, its #203 holding.
Independent Wealth Network first reported a position in ProShares Bitcoin Strategy ETF in Q1 2025 and has held it in 6 quarters since.
Independent Wealth Network's ProShares Bitcoin Strategy ETF position peaked at $542K in Q3 2025.
42 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.