Instrumental Wealth’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Instrumental Wealth’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 Q3	$754K	Buy	10,385 +40	+0.4%	+$2.48K	0.37%	30
2026 Q2	$528K	Buy	10,345 +100	+1%	+$6.25K	0.27%	42
2026 Q1	$605K	Buy	10,245 +290	+3%	+$19.3K	0.37%	28
2025 Q4	$585K	Buy	9,955 +4,165	+72%	+$363K	0.35%	29
2025 Q3	$537K	Buy	5,790 +1,395	+32%	+$139K	0.38%	32
2025 Q2	$447K	Buy	4,395 +125	+3%	+$10.8K	0.36%	32
2025 Q1	$356K	Buy	+4,270	New	+$347K	0.32%	35

Other funds holding FBTC

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Instrumental Wealth's FBTC Position: Q3 2026 in Review

Instrumental Wealth increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 0.39% in Q3 2026, buying an estimated $2.48K and bringing the position to 10,385 shares worth $754K. The position accounts for 0.37% of the portfolio, ranked #30.

Instrumental Wealth first reported a position in FBTC in Q1 2025 and has held it in 7 quarters since. 182 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

Instrumental Wealth held 10,385 shares of Fidelity Wise Origin Bitcoin Fund worth $754K as of Q3 2026.
Instrumental Wealth bought 40 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $2.48K.
Fidelity Wise Origin Bitcoin Fund made up 0.37% of Instrumental Wealth's portfolio in Q3 2026, its #30 holding.
Instrumental Wealth first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2025 and has held it in 7 quarters since.
182 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.