Institute for Wealth Management’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Institute for Wealth Management’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	$3.8K	Buy	+476	New	+$4.67K	﹤0.01%	1500

Other funds holding BITO

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

FCG

Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return

MWA

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

RIA

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

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

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

Institute for Wealth Management opened a new position in ProShares Bitcoin Strategy ETF (BITO) in Q2 2026: 476 shares worth $3.8K. The stake represents ﹤0.01% of the portfolio and ranks #1500 among its holdings.

113 funds tracked by Wall St. Rank hold BITO as of Q2 2026.

Institute for Wealth Management held 476 shares of ProShares Bitcoin Strategy ETF worth $3.8K as of Q2 2026.
ProShares Bitcoin Strategy ETF was a new Institute for Wealth Management position in Q2 2026.
ProShares Bitcoin Strategy ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1500 holding.
113 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q2 2026.

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