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 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

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIS

AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

BCM

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

Instrumental Wealth's FBTC Position: Q2 2026 in Review

Instrumental Wealth increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 0.98% in Q2 2026, buying an estimated $6.25K and bringing the position to 10,345 shares worth $528K. The position accounts for 0.27% of the portfolio, ranked #42.

Instrumental Wealth first reported a position in FBTC in Q1 2025 and has held it in 6 quarters since. The position peaked at $605K in Q1 2026. 105 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Instrumental Wealth held 10,345 shares of Fidelity Wise Origin Bitcoin Fund worth $528K as of Q2 2026.
Instrumental Wealth bought 100 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $6.25K.
Fidelity Wise Origin Bitcoin Fund made up 0.27% of Instrumental Wealth's portfolio in Q2 2026, its #42 holding.
Instrumental Wealth first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2025 and has held it in 6 quarters since.
Instrumental Wealth's Fidelity Wise Origin Bitcoin Fund position peaked at $605K in Q1 2026.
105 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.