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Mark Sheptoff Financial Planning’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Mark Sheptoff Financial Planning’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
-250
Closed -$5.12K – 405
2023
Q4 		$5.12K Hold
250
– – ﹤0.01% 323
2023
Q3 		$3.45K Hold
250
– – ﹤0.01% 322
2023
Q2 		$4.25K Hold
250
– – ﹤0.01% 322
2023
Q1 		$4.38K Hold
250
– – ﹤0.01% 313
2022
Q4 		$2.61K Hold
250
– – ﹤0.01% 339
2022
Q3 		$3K Hold
250
– – ﹤0.01% 310
2022
Q2 		$3K Hold
250
– – ﹤0.01% 320
2022
Q1 		$7K Hold
250
– – ﹤0.01% 324
2021
Q4 		$7K Buy
+250
New +$9K ﹤0.01% 341

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

Mark Sheptoff Financial Planning's BITO Position: Q1 2024 in Review

Mark Sheptoff Financial Planning sold out of ProShares Bitcoin Strategy ETF (BITO) in Q1 2024, closing a stake of 250 shares — an estimated $5.12K sold.

Mark Sheptoff Financial Planning first reported a position in BITO in Q4 2021 and held it in 9 quarters. The position peaked at $7K in Q1 2022. 202 funds tracked by Wall St. Rank hold BITO as of Q1 2024.

  • Mark Sheptoff Financial Planning reported no remaining ProShares Bitcoin Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 250 ProShares Bitcoin Strategy ETF shares in Q1 2024, an estimated $5.12K.
  • Mark Sheptoff Financial Planning first reported a position in ProShares Bitcoin Strategy ETF in Q4 2021 and held it in 9 quarters.
  • Mark Sheptoff Financial Planning's ProShares Bitcoin Strategy ETF position peaked at $7K in Q1 2022.
  • 202 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q1 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2024, filed 10 May 2024.