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

Jeppson 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
Q1 		– Sell
-14,627
Closed -$178K – 238
2025
Q4 		$178K Sell
14,627
-941
-6% -$14.8K 0.06% 217
2025
Q3 		$306K Sell
15,568
-97
-0.6% -$2.02K 0.1% 170
2025
Q2 		$337K Buy
15,665
+402
+3% +$8.29K 0.12% 153
2025
Q1 		$280K Buy
15,263
+2,247
+17% +$48.8K 0.1% 163
2024
Q4 		$297K Sell
13,016
-129
-1% -$2.86K 0.11% 153
2024
Q3 		$252K Buy
13,145
+2
+0% +$40 0.09% 171
2024
Q2 		$296K Sell
13,143
-56
-0.4% -$1.5K 0.11% 156
2024
Q1 		$426K Hold
13,199
– – 0.17% 127
2023
Q4 		$270K Sell
13,199
-33
-0.2% -$597 0.11% 164
2023
Q3 		$183K Hold
13,232
– – 0.08% 176
2023
Q2 		$225K Sell
13,232
-313
-2% -$5.07K 0.1% 172
2023
Q1 		$237K Sell
13,545
-135
-1% -$1.94K 0.1% 173
2022
Q4 		$143K Buy
+13,680
New +$153K 0.06% 198

Other funds holding BITO

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $288M AUM 38.96% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

Jeppson Wealth Management's BITO Position: Q1 2026 in Review

Jeppson Wealth Management sold out of ProShares Bitcoin Strategy ETF (BITO) in Q1 2026, closing a stake of 14,627 shares — an estimated $178K sold.

Jeppson Wealth Management first reported a position in BITO in Q4 2022 and held it in 13 quarters. The position peaked at $426K in Q1 2024. 205 funds tracked by Wall St. Rank hold BITO as of Q1 2026.

  • Jeppson Wealth Management reported no remaining ProShares Bitcoin Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Jeppson Wealth Management sold 14,627 ProShares Bitcoin Strategy ETF shares in Q1 2026, an estimated $178K.
  • Jeppson Wealth Management first reported a position in ProShares Bitcoin Strategy ETF in Q4 2022 and held it in 13 quarters.
  • Jeppson Wealth Management's ProShares Bitcoin Strategy ETF position peaked at $426K in Q1 2024.
  • 205 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.