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LifeSteps Financial’s Bitwise Bitcoin ETF BITB Stock Holding History

LifeSteps Financial’s Portfolio BITB Stock Details BITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.19K Buy
+100
New +$3.9K ﹤0.01% 603

Other funds holding BITB

BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

LifeSteps Financial's BITB Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Bitwise Bitcoin ETF (BITB) in Q2 2026: 100 shares worth $3.19K. The stake represents ﹤0.01% of the portfolio and ranks #603 among its holdings.

109 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

  • LifeSteps Financial held 100 shares of Bitwise Bitcoin ETF worth $3.19K as of Q2 2026.
  • Bitwise Bitcoin ETF was a new LifeSteps Financial position in Q2 2026.
  • Bitwise Bitcoin ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #603 holding.
  • 109 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.