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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
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

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return

Integrated Wealth Concepts's BITO Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of ProShares Bitcoin Strategy ETF (BITO) in Q4 2025, closing a stake of 34,363 shares — an estimated $676K sold.

Integrated Wealth Concepts first reported a position in BITO in Q2 2023 and held it in 9 quarters. The position peaked at $676K in Q3 2025. 190 funds tracked by Wall St. Rank hold BITO as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining ProShares Bitcoin Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 34,363 ProShares Bitcoin Strategy ETF shares in Q4 2025, an estimated $676K.
  • Integrated Wealth Concepts first reported a position in ProShares Bitcoin Strategy ETF in Q2 2023 and held it in 9 quarters.
  • Integrated Wealth Concepts's ProShares Bitcoin Strategy ETF position peaked at $676K in Q3 2025.
  • 190 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.