Integrated Wealth Concepts’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Integrated Wealth Concepts’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	$13.2K	Buy	+1,650	New	+$16.2K	﹤0.01%	4396
2025 Q4	–	Sell	-34,363	Closed	-$676K	–	1660
2025 Q3	$676K	Buy	+34,363	New	+$716K	0.01%	1189
2025 Q2	–	Sell	-23,289	Closed	-$427K	–	1906
2025 Q1	$427K	Buy	23,289 +1,339	+6%	+$29.1K	0.01%	1215
2024 Q4	$500K	Buy	21,950 +3,460	+19%	+$76.8K	0.01%	1120
2024 Q3	$355K	Buy	18,490 +3,121	+20%	+$62.2K	﹤0.01%	1240
2024 Q2	$346K	Sell	15,369 -1,752	-10%	-$46.9K	﹤0.01%	1241
2024 Q1	$553K	Sell	17,121 -8,944	-34%	-$225K	0.01%	1013
2023 Q4	$534K	Sell	26,065 -3,142	-11%	-$56.8K	0.01%	972
2023 Q3	$403K	Buy	29,207 +9,439	+48%	+$138K	0.01%	1070
2023 Q2	$336K	Buy	+19,768	New	+$320K	0.01%	1174

Other funds holding BITO

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

FCG

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

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Integrated Wealth Concepts's BITO Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in ProShares Bitcoin Strategy ETF (BITO) in Q2 2026: 1,650 shares worth $13.2K. The stake represents ﹤0.01% of the portfolio and ranks #4396 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in BITO as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in BITO in Q2 2023 and has held it in 10 quarters since. The position peaked at $676K in Q3 2025. 193 funds tracked by Wall St. Rank hold BITO as of Q2 2026.

Integrated Wealth Concepts held 1,650 shares of ProShares Bitcoin Strategy ETF worth $13.2K as of Q2 2026.
ProShares Bitcoin Strategy ETF was a new Integrated Wealth Concepts position in Q2 2026.
ProShares Bitcoin Strategy ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4396 holding.
Integrated Wealth Concepts first reported a position in ProShares Bitcoin Strategy ETF in Q2 2023 and has held it in 10 quarters since.
Integrated Wealth Concepts's ProShares Bitcoin Strategy ETF position peaked at $676K in Q3 2025.
193 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.