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Laurel Wealth Advisors (California)’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$226K Buy
23,956
+1,129
+5% +$12.6K 0.02% 597
2022
Q3 		$248K Buy
22,827
+3,596
+19% +$47.2K 0.03% 543
2022
Q2 		$224K Buy
+19,231
New +$387K 0.02% 598
2022
Q1 		– Sell
-9,335
Closed -$270K – 740
2021
Q4 		$270K Buy
+9,335
New +$336K 0.02% 650

Other funds holding BITO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Laurel Wealth Advisors (California)'s BITO Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its ProShares Bitcoin Strategy ETF (BITO) stake by 4.9% in Q4 2022, buying an estimated $12.6K and bringing the position to 23,956 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #597.

Laurel Wealth Advisors (California) first reported a position in BITO in Q4 2021 and has held it in 4 quarters since. The position peaked at $270K in Q4 2021. 157 funds tracked by Wall St. Rank hold BITO as of Q4 2022.

  • Laurel Wealth Advisors (California) held 23,956 shares of ProShares Bitcoin Strategy ETF worth $226K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 1,129 ProShares Bitcoin Strategy ETF shares in Q4 2022, an estimated $12.6K.
  • ProShares Bitcoin Strategy ETF made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #597 holding.
  • Laurel Wealth Advisors (California) first reported a position in ProShares Bitcoin Strategy ETF in Q4 2021 and has held it in 4 quarters since.
  • Laurel Wealth Advisors (California)'s ProShares Bitcoin Strategy ETF position peaked at $270K in Q4 2021.
  • 157 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.