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LGT Financial Advisors’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

LGT Financial Advisors’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 		$19K Hold
2,378
– – 0.1% 103
2026
Q1 		$22.1K Hold
2,378
– – 0.11% 98
2025
Q4 		$28.9K Hold
2,378
– – 0.18% 84
2025
Q3 		$46.8K Buy
2,378
+303
+15% +$6.32K 0.1% 128
2025
Q2 		$44.6K Buy
2,075
+185
+10% +$3.82K 0.11% 105
2025
Q1 		$34.6K Buy
1,890
+139
+8% +$3.02K 0.11% 122
2024
Q4 		$39.9K Buy
1,751
+306
+21% +$6.79K 0.09% 183
2024
Q3 		$27.7K Buy
+1,445
New +$28.8K 0.07% 210

Other funds holding BITO

MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

LGT Financial Advisors's BITO Position: Q2 2026 in Review

LGT Financial Advisors held its ProShares Bitcoin Strategy ETF (BITO) position steady in Q2 2026 at 2,378 shares worth $19K. The position accounts for 0.1% of the portfolio, ranked #103.

LGT Financial Advisors first reported a position in BITO in Q3 2024 and has held it in 8 quarters since. The position peaked at $46.8K in Q3 2025. 81 funds tracked by Wall St. Rank hold BITO as of Q2 2026.

  • LGT Financial Advisors held 2,378 shares of ProShares Bitcoin Strategy ETF worth $19K as of Q2 2026.
  • LGT Financial Advisors left its ProShares Bitcoin Strategy ETF share count unchanged in Q2 2026.
  • ProShares Bitcoin Strategy ETF made up 0.1% of LGT Financial Advisors's portfolio in Q2 2026, its #103 holding.
  • LGT Financial Advisors first reported a position in ProShares Bitcoin Strategy ETF in Q3 2024 and has held it in 8 quarters since.
  • LGT Financial Advisors's ProShares Bitcoin Strategy ETF position peaked at $46.8K in Q3 2025.
  • 81 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.