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Milestone Wealth’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Milestone Wealth’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
2022
Q3 		$120K Hold
9,990
– – 0.13% 67
2022
Q2 		$116K Hold
9,990
– – 0.12% 75
2022
Q1 		$289K Hold
9,990
– – 0.24% 48
2021
Q4 		$289K Buy
+9,990
New +$360K 0.23% 48

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return

Milestone Wealth's BITO Position: Q3 2022 in Review

Milestone Wealth held its ProShares Bitcoin Strategy ETF (BITO) position steady in Q3 2022 at 9,990 shares worth $120K. The position accounts for 0.13% of the portfolio, ranked #67.

Milestone Wealth first reported a position in BITO in Q4 2021 and has held it in 4 quarters since. The position peaked at $289K in Q1 2022. 160 funds tracked by Wall St. Rank hold BITO as of Q3 2022.

  • Milestone Wealth held 9,990 shares of ProShares Bitcoin Strategy ETF worth $120K as of Q3 2022.
  • Milestone Wealth left its ProShares Bitcoin Strategy ETF share count unchanged in Q3 2022.
  • ProShares Bitcoin Strategy ETF made up 0.13% of Milestone Wealth's portfolio in Q3 2022, its #67 holding.
  • Milestone Wealth first reported a position in ProShares Bitcoin Strategy ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's ProShares Bitcoin Strategy ETF position peaked at $289K in Q1 2022.
  • 160 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.