Kestra Advisory Services’s Bitwise Bitcoin ETF BITB Stock Holding History

Kestra Advisory Services’s Portfolio BITB Stock Details BITB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$389K	Buy	12,218 +1,937	+19%	+$75.5K	﹤0.01%	2540
2026 Q1	$378K	Sell	10,281 -1,569	-13%	-$65.1K	﹤0.01%	2448
2025 Q4	$564K	Sell	11,850 -139	-1%	-$7.56K	﹤0.01%	2056
2025 Q3	$746K	Sell	11,989 -2,203	-16%	-$137K	﹤0.01%	1791
2025 Q2	$832K	Sell	14,192 -16,758	-54%	-$899K	﹤0.01%	1605
2025 Q1	$1.39M	Buy	30,950 +930	+3%	+$47.1K	0.01%	1180
2024 Q4	$1.53M	Buy	30,020 +2,173	+8%	+$98.2K	0.01%	1148
2024 Q3	$963K	Buy	27,847 +13,321	+92%	+$443K	0.01%	1344
2024 Q2	$475K	Buy	+14,526	New	+$519K	﹤0.01%	1807

Other funds holding BITB

ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Kestra Advisory Services's BITB Position: Q2 2026 in Review

Kestra Advisory Services increased its Bitwise Bitcoin ETF (BITB) stake by 19% in Q2 2026, buying an estimated $75.5K and bringing the position to 12,218 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #2540.

Kestra Advisory Services first reported a position in BITB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.53M in Q4 2024. 271 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

Kestra Advisory Services held 12,218 shares of Bitwise Bitcoin ETF worth $389K as of Q2 2026.
Kestra Advisory Services bought 1,937 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $75.5K.
Bitwise Bitcoin ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2540 holding.
Kestra Advisory Services first reported a position in Bitwise Bitcoin ETF in Q2 2024 and has held it in 9 quarters since.
Kestra Advisory Services's Bitwise Bitcoin ETF position peaked at $1.53M in Q4 2024.
271 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.