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Kerr Financial Planning’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Kerr Financial Planning’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 		$78.7K Sell
9,867
-25
-0.3% -$245 0.09% 151
2026
Q1 		$103K Sell
9,892
-2,272
-19% -$24K 0.07% 129
2025
Q4 		$110K Buy
12,164
+4,392
+57% +$68.9K 0.15% 120
2025
Q3 		$114K Buy
+7,772
New +$162K 0.16% 104

Other funds holding BITO

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Renaissance Technologies
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
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Group One Trading
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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Kerr Financial Planning's BITO Position: Q2 2026 in Review

Kerr Financial Planning reduced its ProShares Bitcoin Strategy ETF (BITO) stake by 0.25% in Q2 2026, selling an estimated $245 and leaving 9,867 shares worth $78.7K. The position accounts for 0.09% of the portfolio, ranked #151.

Kerr Financial Planning first reported a position in BITO in Q3 2025 and has held it in 4 quarters since. The position peaked at $114K in Q3 2025. 193 funds tracked by Wall St. Rank hold BITO as of Q2 2026.

  • Kerr Financial Planning held 9,867 shares of ProShares Bitcoin Strategy ETF worth $78.7K as of Q2 2026.
  • Kerr Financial Planning sold 25 ProShares Bitcoin Strategy ETF shares in Q2 2026, an estimated $245.
  • ProShares Bitcoin Strategy ETF made up 0.09% of Kerr Financial Planning's portfolio in Q2 2026, its #151 holding.
  • Kerr Financial Planning first reported a position in ProShares Bitcoin Strategy ETF in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's ProShares Bitcoin Strategy ETF position peaked at $114K in Q3 2025.
  • 193 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.