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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
2025
Q2 		– Hold
0
– -$5.5K – 763
2025
Q1 		– Hold
0
– – – 414
2024
Q4 		– Hold
0
– – – 479

Other funds holding BITO

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TI
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
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Group One Trading
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
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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.