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 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 $13.5B AUM 15.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

FCG

Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

MWA

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

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s BITO Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its ProShares Bitcoin Strategy ETF (BITO) stake by 4.7% in Q1 2026, buying an estimated $123K and bringing the position to 261,051 shares worth $2.43M. The position accounts for 1.21% of the portfolio, ranked #11.

Legacy Wealth Management (Idaho) first reported a position in BITO in Q3 2024 and has held it in 7 quarters since. The position peaked at $14.2M in Q3 2024. 205 funds tracked by Wall St. Rank hold BITO as of Q1 2026.

Legacy Wealth Management (Idaho) held 261,051 shares of ProShares Bitcoin Strategy ETF worth $2.43M as of Q1 2026.
Legacy Wealth Management (Idaho) bought 11,627 ProShares Bitcoin Strategy ETF shares in Q1 2026, an estimated $123K.
ProShares Bitcoin Strategy ETF made up 1.21% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #11 holding.
Legacy Wealth Management (Idaho) first reported a position in ProShares Bitcoin Strategy ETF in Q3 2024 and has held it in 7 quarters since.
Legacy Wealth Management (Idaho)'s ProShares Bitcoin Strategy ETF position peaked at $14.2M in Q3 2024.
205 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.