Legacy Wealth Management (Idaho)’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Legacy Wealth Management (Idaho)’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 Q2	$1.04M	Sell	130,791 -130,260	-50%	-$1.28M	0.43%	65
2026 Q1	$2.43M	Buy	261,051 +11,627	+5%	+$123K	1.21%	11
2025 Q4	$3.03M	Sell	249,424 -47,022	-16%	-$738K	1.45%	14
2025 Q3	$5.83M	Sell	296,446 -214,266	-42%	-$4.47M	2.64%	6
2025 Q2	$11M	Sell	510,712 -425	-0.1%	-$8.77K	5.72%	3
2025 Q1	$9.36M	Sell	511,137 -1,829	-0.4%	-$39.7K	6.62%	3
2024 Q4	$11.4M	Sell	512,966 -73,493	-13%	-$1.63M	7.3%	2
2024 Q3	$14.2M	Buy	+586,459	New	+$11.7M	8.27%	2

Other funds holding BITO

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

FCG

Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s BITO Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) reduced its ProShares Bitcoin Strategy ETF (BITO) stake by 50% in Q2 2026, selling an estimated $1.28M and leaving 130,791 shares worth $1.04M. The position accounts for 0.43% of the portfolio, ranked #65.

Legacy Wealth Management (Idaho) first reported a position in BITO in Q3 2024 and has held it in 8 quarters since. The position peaked at $14.2M in Q3 2024. 193 funds tracked by Wall St. Rank hold BITO as of Q2 2026.

Legacy Wealth Management (Idaho) held 130,791 shares of ProShares Bitcoin Strategy ETF worth $1.04M as of Q2 2026.
Legacy Wealth Management (Idaho) sold 130,260 ProShares Bitcoin Strategy ETF shares in Q2 2026, an estimated $1.28M.
ProShares Bitcoin Strategy ETF made up 0.43% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #65 holding.
Legacy Wealth Management (Idaho) first reported a position in ProShares Bitcoin Strategy ETF in Q3 2024 and has held it in 8 quarters since.
Legacy Wealth Management (Idaho)'s ProShares Bitcoin Strategy ETF position peaked at $14.2M in Q3 2024.
193 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.