Kestra Advisory Services
BITO icon

Kestra Advisory Services’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Kestra Advisory Services’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
Q3 		$546K Buy
48,738
+2,088
+4% +$20.1K ﹤0.01% 2416
2026
Q2 		$372K Sell
46,650
-198
-0.4% -$1.94K ﹤0.01% 2569
2026
Q1 		$436K Buy
46,848
+10,399
+29% +$110K ﹤0.01% 2322
2025
Q4 		$443K Buy
36,449
+5,068
+16% +$79.5K ﹤0.01% 2243
2025
Q3 		$618K Buy
31,381
+5,769
+23% +$120K ﹤0.01% 1914
2025
Q2 		$551K Buy
25,612
+3,599
+16% +$74.2K ﹤0.01% 1894
2025
Q1 		$403K Buy
22,013
+858
+4% +$18.6K ﹤0.01% 1967
2024
Q4 		$482K Buy
21,155
+1,299
+7% +$28.8K ﹤0.01% 1896
2024
Q3 		$381K Sell
19,856
-1,028
-5% -$20.5K ﹤0.01% 1940
2024
Q2 		$470K Buy
20,884
+2,894
+16% +$77.4K ﹤0.01% 1820
2024
Q1 		$581K Buy
17,990
+644
+4% +$16.2K ﹤0.01% 1568
2023
Q4 		$355K Sell
17,346
-2,928
-14% -$53K ﹤0.01% 1732
2023
Q3 		$280K Buy
20,274
+2,586
+15% +$37.9K ﹤0.01% 1700
2023
Q2 		$300K Buy
17,688
+5,556
+46% +$90K ﹤0.01% 1618
2023
Q1 		$213K Sell
12,132
-1,803
-13% -$25.9K ﹤0.01% 1800
2022
Q4 		$145K Buy
13,935
+2,592
+23% +$28.9K ﹤0.01% 2085
2022
Q3 		$136K Buy
11,343
+386
+4% +$5.06K ﹤0.01% 1933
2022
Q2 		$127K Buy
10,957
+1,670
+18% +$33.6K ﹤0.01% 1960
2022
Q1 		$265K Buy
+9,287
New +$242K ﹤0.01% 1662

Other funds holding BITO

MFA Wealth Advisors
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
Realta Investment Advisors
Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
TTA
Thor Trading Advisors Greensburg, Pennsylvania $294M AUM 20.38% 1-Year Est. Return
LFG Wealth Partners
LFG Wealth Partners Elizabethtown, Kentucky $240M AUM 41.22% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $397M AUM 20.37% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Kestra Advisory Services's BITO Position: Q3 2026 in Review

Kestra Advisory Services increased its ProShares Bitcoin Strategy ETF (BITO) stake by 4.5% in Q3 2026, buying an estimated $20.1K and bringing the position to 48,738 shares worth $546K. The position accounts for ﹤0.01% of the portfolio, ranked #2416.

Kestra Advisory Services first reported a position in BITO in Q1 2022 and has held it in 19 quarters since. The position peaked at $618K in Q3 2025. 79 funds tracked by Wall St. Rank hold BITO as of Q3 2026.

  • Kestra Advisory Services held 48,738 shares of ProShares Bitcoin Strategy ETF worth $546K as of Q3 2026.
  • Kestra Advisory Services bought 2,088 ProShares Bitcoin Strategy ETF shares in Q3 2026, an estimated $20.1K.
  • ProShares Bitcoin Strategy ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2416 holding.
  • Kestra Advisory Services first reported a position in ProShares Bitcoin Strategy ETF in Q1 2022 and has held it in 19 quarters since.
  • Kestra Advisory Services's ProShares Bitcoin Strategy ETF position peaked at $618K in Q3 2025.
  • 79 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.