Kestra Advisory Services’s Bitwise Bitcoin Strategy Optimum Roll ETF BITC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-35,181	Closed	-$1.46M	–	2833
2025 Q1	$1.46M	Buy	+35,181	New	+$1.57M	0.01%	1148

Other funds holding BITC

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

KLCM

KG&L Capital Management Saint Francisville, Louisiana $139M AUM 26.97% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kestra Advisory Services's BITC Position: Q2 2025 in Review

Kestra Advisory Services sold out of Bitwise Bitcoin Strategy Optimum Roll ETF (BITC) in Q2 2025, closing a stake of 35,181 shares — an estimated $1.46M sold.

Kestra Advisory Services first reported a position in BITC in Q1 2025 and held it in 1 quarter. The position peaked at $1.46M in Q1 2025. 11 funds tracked by Wall St. Rank hold BITC as of Q2 2025.

Kestra Advisory Services reported no remaining Bitwise Bitcoin Strategy Optimum Roll ETF position as of Q2 2025 after selling out during the quarter.
Kestra Advisory Services sold 35,181 Bitwise Bitcoin Strategy Optimum Roll ETF shares in Q2 2025, an estimated $1.46M.
Kestra Advisory Services first reported a position in Bitwise Bitcoin Strategy Optimum Roll ETF in Q1 2025 and held it in 1 quarter.
Kestra Advisory Services's Bitwise Bitcoin Strategy Optimum Roll ETF position peaked at $1.46M in Q1 2025.
11 funds tracked by Wall St. Rank held Bitwise Bitcoin Strategy Optimum Roll ETF as of Q2 2025.

Based on Kestra Advisory Services's 13F filing for Q2 2025, filed 15 Aug 2025.