Lodestone Wealth Management
BITU icon

Lodestone Wealth Management’s ProShares Ultra Bitcoin ETF BITU Stock Holding History

Lodestone Wealth Management’s Portfolio BITU Stock Details BITU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-503
Closed -$4.09K – 819
2026
Q2 		$4.09K Buy
503
+2
+0.4% +$26 ﹤0.01% 616
2026
Q1 		$5.84K Buy
+501
New +$8.1K ﹤0.01% 568

Other funds holding BITU

Financial Management Professionals
Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return
USCF Advisers
USCF Advisers Walnut Creek, California $410K AUM 29.77% 1-Year Est. Return
EntreWealth
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
Clear Creek Financial Management
Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return
SkyOak Wealth
SkyOak Wealth Southfield, Michigan $616M AUM 16.53% 1-Year Est. Return
Lazari Capital Management
Lazari Capital Management Woodland Hills, California $339M AUM 25.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Hoey Investments
Hoey Investments Coatesville, Pennsylvania $851M AUM 28.55% 1-Year Est. Return
Planning Strategies
Planning Strategies Lancaster, Pennsylvania $169M AUM

Lodestone Wealth Management's BITU Position: Q3 2026 in Review

Lodestone Wealth Management sold out of ProShares Ultra Bitcoin ETF (BITU) in Q3 2026, closing a stake of 503 shares — an estimated $4.09K sold.

Lodestone Wealth Management first reported a position in BITU in Q1 2026 and held it in 2 quarters. The position peaked at $5.84K in Q1 2026. 12 funds tracked by Wall St. Rank hold BITU as of Q3 2026.

  • Lodestone Wealth Management reported no remaining ProShares Ultra Bitcoin ETF position as of Q3 2026 after selling out during the quarter.
  • Lodestone Wealth Management sold 503 ProShares Ultra Bitcoin ETF shares in Q3 2026, an estimated $4.09K.
  • Lodestone Wealth Management first reported a position in ProShares Ultra Bitcoin ETF in Q1 2026 and held it in 2 quarters.
  • Lodestone Wealth Management's ProShares Ultra Bitcoin ETF position peaked at $5.84K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held ProShares Ultra Bitcoin ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.