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Kaizen Financial Strategies’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Kaizen Financial Strategies’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
2024
Q3 		– Sell
-16,000
Closed -$10.2K – 141
2024
Q2 		$10.2K Buy
+16,000
New +$428K 0.01% 133

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AA
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TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Kaizen Financial Strategies's BITO Position: Q3 2025 in Review

Kaizen Financial Strategies sold out of ProShares Bitcoin Strategy ETF (BITO) in Q3 2025, closing a stake of 9,310 shares — an estimated $200K sold.

Kaizen Financial Strategies first reported a position in BITO in Q2 2024 and held it in 2 quarters. The position peaked at $469K in Q2 2024. 201 funds tracked by Wall St. Rank hold BITO as of Q3 2025.

  • Kaizen Financial Strategies reported no remaining ProShares Bitcoin Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Kaizen Financial Strategies sold 9,310 ProShares Bitcoin Strategy ETF shares in Q3 2025, an estimated $200K.
  • Kaizen Financial Strategies first reported a position in ProShares Bitcoin Strategy ETF in Q2 2024 and held it in 2 quarters.
  • Kaizen Financial Strategies's ProShares Bitcoin Strategy ETF position peaked at $469K in Q2 2024.
  • 201 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q3 2025.

Based on Kaizen Financial Strategies's 13F filing for Q3 2025, filed 12 Nov 2025.