Lido Advisors
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Lido Advisors’s Global X Blockchain & Bitcoin Strategy ETF BITS Stock Holding History

Lido Advisors’s Portfolio BITS Stock Details BITS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,927
Closed -$202K – 1964
2025
Q4 		$202K Buy
+2,927
New +$272K ﹤0.01% 1773

Other funds holding BITS

SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
KG
Kilter Group Rhinebeck, New York $232M AUM 19.26% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Lido Advisors's BITS Position: Q1 2026 in Review

Lido Advisors sold out of Global X Blockchain & Bitcoin Strategy ETF (BITS) in Q1 2026, closing a stake of 2,927 shares — an estimated $202K sold.

Lido Advisors first reported a position in BITS in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 11 funds tracked by Wall St. Rank hold BITS as of Q1 2026.

  • Lido Advisors reported no remaining Global X Blockchain & Bitcoin Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Lido Advisors sold 2,927 Global X Blockchain & Bitcoin Strategy ETF shares in Q1 2026, an estimated $202K.
  • Lido Advisors first reported a position in Global X Blockchain & Bitcoin Strategy ETF in Q4 2025 and held it in 1 quarter.
  • Lido Advisors's Global X Blockchain & Bitcoin Strategy ETF position peaked at $202K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Global X Blockchain & Bitcoin Strategy ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.