MassMutual Private Wealth & Trust’s Bitwise Bitcoin ETF BITB Stock Holding History

MassMutual Private Wealth & Trust’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	$31.9K	Hold	1,000	–	–	﹤0.01%	944
2026 Q1	$36.8K	Hold	1,000	–	–	﹤0.01%	863
2025 Q4	$47.6K	Hold	1,000	–	–	﹤0.01%	807
2025 Q3	$62.2K	Hold	1,000	–	–	﹤0.01%	731
2025 Q2	$58.6K	Hold	1,000	–	–	﹤0.01%	731
2025 Q1	$44.9K	Hold	1,000	–	–	﹤0.01%	762
2024 Q4	$50.9K	Hold	1,000	–	–	﹤0.01%	741
2024 Q3	$34.6K	Hold	1,000	–	–	﹤0.01%	766
2024 Q2	$32.7K	Buy	+1,000	New	+$35.7K	﹤0.01%	742

Other funds holding BITB

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $998M AUM 24.42% 1-Year Est. Return