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Lifeworks Advisors’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Lifeworks 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
2024
Q1 		– Sell
-74,945
Closed -$1.54M – 228
2023
Q4 		$1.54M Buy
74,945
+14,809
+25% +$268K 0.53% 64
2023
Q3 		$830K Buy
60,136
+22,388
+59% +$328K 0.32% 87
2023
Q2 		$641K Buy
+37,748
New +$612K 0.27% 92

Other funds holding BITO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RCMF
RK Capital Management (Florida) Weston, Florida $2.6B AUM 83.27% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
SSG
Summit Securities Group New York $810M AUM 27.35% 1-Year Est. Return

Lifeworks Advisors's BITO Position: Q1 2024 in Review

Lifeworks Advisors sold out of ProShares Bitcoin Strategy ETF (BITO) in Q1 2024, closing a stake of 74,945 shares — an estimated $1.54M sold.

Lifeworks Advisors first reported a position in BITO in Q2 2023 and held it in 3 quarters. The position peaked at $1.54M in Q4 2023. 202 funds tracked by Wall St. Rank hold BITO as of Q1 2024.

  • Lifeworks Advisors reported no remaining ProShares Bitcoin Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Lifeworks Advisors sold 74,945 ProShares Bitcoin Strategy ETF shares in Q1 2024, an estimated $1.54M.
  • Lifeworks Advisors first reported a position in ProShares Bitcoin Strategy ETF in Q2 2023 and held it in 3 quarters.
  • Lifeworks Advisors's ProShares Bitcoin Strategy ETF position peaked at $1.54M in Q4 2023.
  • 202 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q1 2024.

Based on Lifeworks Advisors's 13F filing for Q1 2024, filed 10 May 2024.