MFA Wealth Advisors
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MFA Wealth Advisors’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

MFA Wealth 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
2026
Q3 		$6.04M Buy
539,612
+27,730
+5% +$266K 1.03% 28
2026
Q2 		$4.08M Buy
511,882
+197,121
+63% +$1.93M 0.7% 34
2026
Q1 		$2.93M Buy
314,761
+79,604
+34% +$840K 0.58% 34
2025
Q4 		$2.86M Buy
235,157
+29,906
+15% +$469K 0.6% 32
2025
Q3 		$4.04M Buy
205,251
+7,472
+4% +$156K 0.88% 30
2025
Q2 		$4.25M Sell
197,779
-6,148
-3% -$127K 1% 27
2025
Q1 		$3.74M Buy
203,927
+1,386
+0.7% +$30.1K 0.92% 25
2024
Q4 		$4.61M Buy
202,541
+25,138
+14% +$558K 1.18% 23
2024
Q3 		$3.4M Sell
177,403
-1,544
-0.9% -$30.8K 0.74% 31
2024
Q2 		$4.03M Sell
178,947
-10,487
-6% -$281K 0.88% 32
2024
Q1 		$6.12M Sell
189,434
-17,784
-9% -$448K 1.61% 20
2023
Q4 		$4.25M Sell
207,218
-4,801
-2% -$86.9K 1.19% 21
2023
Q3 		$2.93M Buy
212,019
+6,913
+3% +$101K 0.91% 25
2023
Q2 		$3.48M Buy
205,106
+3,066
+2% +$49.7K 1.1% 24
2023
Q1 		$3.54M Buy
202,040
+7,838
+4% +$113K 1.17% 22
2022
Q4 		$2.03M Buy
194,202
+9,678
+5% +$108K 0.73% 26
2022
Q3 		$2.21M Buy
184,524
+37,669
+26% +$494K 0.82% 25
2022
Q2 		$1.7M Buy
146,855
+41,419
+39% +$834K 0.62% 29
2022
Q1 		$3.01M Buy
105,436
+25,866
+33% +$675K 0.96% 28
2021
Q4 		$2.3M Buy
+79,570
New +$2.87M 0.97% 27

Other funds holding BITO

Realta Investment Advisors
Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return
LFG Wealth Partners
LFG Wealth Partners Elizabethtown, Kentucky $240M AUM 41.22% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $357M AUM 12.26% 1-Year Est. Return
Founders Financial Securities
Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

MFA Wealth Advisors's BITO Position: Q3 2026 in Review

MFA Wealth Advisors increased its ProShares Bitcoin Strategy ETF (BITO) stake by 5.4% in Q3 2026, buying an estimated $266K and bringing the position to 539,612 shares worth $6.04M. The position accounts for 1.03% of the portfolio, ranked #28.

MFA Wealth Advisors first reported a position in BITO in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.12M in Q1 2024. 50 funds tracked by Wall St. Rank hold BITO as of Q3 2026.

  • MFA Wealth Advisors held 539,612 shares of ProShares Bitcoin Strategy ETF worth $6.04M as of Q3 2026.
  • MFA Wealth Advisors bought 27,730 ProShares Bitcoin Strategy ETF shares in Q3 2026, an estimated $266K.
  • ProShares Bitcoin Strategy ETF made up 1.03% of MFA Wealth Advisors's portfolio in Q3 2026, its #28 holding.
  • MFA Wealth Advisors first reported a position in ProShares Bitcoin Strategy ETF in Q4 2021 and has held it in 20 quarters since.
  • MFA Wealth Advisors's ProShares Bitcoin Strategy ETF position peaked at $6.12M in Q1 2024.
  • 50 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.