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Kingswood Wealth Advisors’s Bitwise Bitcoin ETF BITB Stock Holding History

Kingswood Wealth Advisors’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
Q1 		– Sell
-5,186
Closed -$247K – 932
2025
Q4 		$247K Buy
5,186
+576
+12% +$31.3K 0.01% 751
2025
Q3 		$287K Buy
4,610
+111
+2% +$6.91K 0.02% 646
2025
Q2 		$264K Buy
+4,499
New +$241K 0.02% 613

Other funds holding BITB

SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Kingswood Wealth Advisors's BITB Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of Bitwise Bitcoin ETF (BITB) in Q1 2026, closing a stake of 5,186 shares — an estimated $247K sold.

Kingswood Wealth Advisors first reported a position in BITB in Q2 2025 and held it in 3 quarters. The position peaked at $287K in Q3 2025. 299 funds tracked by Wall St. Rank hold BITB as of Q1 2026.

  • Kingswood Wealth Advisors reported no remaining Bitwise Bitcoin ETF position as of Q1 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 5,186 Bitwise Bitcoin ETF shares in Q1 2026, an estimated $247K.
  • Kingswood Wealth Advisors first reported a position in Bitwise Bitcoin ETF in Q2 2025 and held it in 3 quarters.
  • Kingswood Wealth Advisors's Bitwise Bitcoin ETF position peaked at $287K in Q3 2025.
  • 299 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.