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Kingswood Wealth Advisors’s 2x Bitcoin ETF BITX Stock Holding History

Kingswood Wealth Advisors’s Portfolio BITX Stock Details BITX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.63M Buy
255,040
+14,001
+6% +$227K 0.11% 212
2026
Q1 		$3.55M Buy
241,039
+6,704
+3% +$137K 0.17% 142
2025
Q4 		$6.5M Buy
234,335
+2,985
+1% +$121K 0.31% 69
2025
Q3 		$12.7M Sell
231,350
-65,104
-22% -$3.81M 0.77% 20
2025
Q2 		$16M Buy
296,454
+41,710
+16% +$2.01M 1.26% 11
2025
Q1 		$9.04M Sell
254,744
-33,368
-12% -$1.64M 0.83% 14
2024
Q4 		$14.9M Buy
288,112
+66,398
+30% +$3.06M 1.12% 11
2024
Q3 		$6.32M Buy
221,714
+55,539
+33% +$1.64M 0.45% 40
2024
Q2 		$5.26M Buy
166,175
+30,991
+23% +$1.31M 0.47% 35
2024
Q1 		$7.2M Buy
135,184
+114,524
+554% +$3.96M 0.83% 13
2023
Q4 		$470K Buy
+20,660
New +$379K 0.05% 361

Other funds holding BITX

EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
FLP
Financial Life Planners Tempe, Arizona $156M AUM 23.26% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Kingswood Wealth Advisors's BITX Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its 2x Bitcoin ETF (BITX) stake by 5.8% in Q2 2026, buying an estimated $227K and bringing the position to 255,040 shares worth $2.63M. The position accounts for 0.11% of the portfolio, ranked #212.

Kingswood Wealth Advisors first reported a position in BITX in Q4 2023 and has held it in 11 quarters since. The position peaked at $16M in Q2 2025. 5 funds tracked by Wall St. Rank hold BITX as of Q2 2026.

  • Kingswood Wealth Advisors held 255,040 shares of 2x Bitcoin ETF worth $2.63M as of Q2 2026.
  • Kingswood Wealth Advisors bought 14,001 2x Bitcoin ETF shares in Q2 2026, an estimated $227K.
  • 2x Bitcoin ETF made up 0.11% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #212 holding.
  • Kingswood Wealth Advisors first reported a position in 2x Bitcoin ETF in Q4 2023 and has held it in 11 quarters since.
  • Kingswood Wealth Advisors's 2x Bitcoin ETF position peaked at $16M in Q2 2025.
  • 5 funds tracked by Wall St. Rank held 2x Bitcoin ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.