LRI Investments’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

LRI Investments’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	$471	Buy	+59	New	+$579	﹤0.01%	1550

Other funds holding BITO

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

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

Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

LRI Investments's BITO Position: Q2 2026 in Review

LRI Investments opened a new position in ProShares Bitcoin Strategy ETF (BITO) in Q2 2026: 59 shares worth $471. The stake represents ﹤0.01% of the portfolio and ranks #1550 among its holdings.

75 funds tracked by Wall St. Rank hold BITO as of Q2 2026.

LRI Investments held 59 shares of ProShares Bitcoin Strategy ETF worth $471 as of Q2 2026.
ProShares Bitcoin Strategy ETF was a new LRI Investments position in Q2 2026.
ProShares Bitcoin Strategy ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1550 holding.
75 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.