KMG Fiduciary Partners’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

KMG Fiduciary Partners’s Portfolio FBTC Stock Details FBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$361K	Buy	7,077 +20	+0.3%	+$1.25K	0.03%	171
2026 Q1	$417K	Sell	7,057 -7,554	-52%	-$503K	0.03%	209
2025 Q4	$1.11M	Buy	14,611 +4,236	+41%	+$370K	0.08%	156
2025 Q3	$1.04M	Buy	10,375 +500	+5%	+$50K	0.07%	185
2025 Q2	$928K	Buy	9,875 +444	+5%	+$38.2K	0.07%	189
2025 Q1	$679K	Buy	9,431 +6,513	+223%	+$530K	0.06%	205
2024 Q4	$238K	Buy	+2,918	New	+$212K	0.02%	258

Other funds holding FBTC

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

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

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return