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MGB Wealth Management’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

MGB Wealth Management’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
2025
Q4 		– Sell
-13,872
Closed -$273K – 311
2025
Q3 		$273K Buy
13,872
+2,872
+26% +$59.9K 0.08% 186
2025
Q2 		$237K Buy
+11,000
New +$227K 0.08% 195

Other funds holding BITO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return

MGB Wealth Management's BITO Position: Q4 2025 in Review

MGB Wealth Management sold out of ProShares Bitcoin Strategy ETF (BITO) in Q4 2025, closing a stake of 13,872 shares — an estimated $273K sold.

MGB Wealth Management first reported a position in BITO in Q2 2025 and held it in 2 quarters. The position peaked at $273K in Q3 2025. 190 funds tracked by Wall St. Rank hold BITO as of Q4 2025.

  • MGB Wealth Management reported no remaining ProShares Bitcoin Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • MGB Wealth Management sold 13,872 ProShares Bitcoin Strategy ETF shares in Q4 2025, an estimated $273K.
  • MGB Wealth Management first reported a position in ProShares Bitcoin Strategy ETF in Q2 2025 and held it in 2 quarters.
  • MGB Wealth Management's ProShares Bitcoin Strategy ETF position peaked at $273K in Q3 2025.
  • 190 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.