IFWM
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Institute for Wealth Management’s Bitwise Bitcoin Strategy Optimum Roll ETF BITC Stock Holding History

Institute for Wealth Management’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
Q2 		$7.8K Buy
+215
New +$8.34K ﹤0.01% 1370

Other funds holding BITC

PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $145M AUM
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Institute for Wealth Management's BITC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Bitwise Bitcoin Strategy Optimum Roll ETF (BITC) in Q2 2026: 215 shares worth $7.8K. The stake represents ﹤0.01% of the portfolio and ranks #1370 among its holdings.

5 funds tracked by Wall St. Rank hold BITC as of Q2 2026.

  • Institute for Wealth Management held 215 shares of Bitwise Bitcoin Strategy Optimum Roll ETF worth $7.8K as of Q2 2026.
  • Bitwise Bitcoin Strategy Optimum Roll ETF was a new Institute for Wealth Management position in Q2 2026.
  • Bitwise Bitcoin Strategy Optimum Roll ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1370 holding.
  • 5 funds tracked by Wall St. Rank held Bitwise Bitcoin Strategy Optimum Roll ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.