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Newbridge Financial Services Group’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Newbridge Financial Services Group’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
Q4 		– Sell
-1,235
Closed -$23.7K – 1143
2024
Q3 		$23.7K Buy
1,235
+535
+76% +$10.7K 0.01% 341
2024
Q2 		$15.8K Buy
700
+600
+600% +$16K 0.01% 622
2024
Q1 		$3.23K Buy
+100
New +$2.52K ﹤0.01% 948
2023
Q3 		– Sell
-175
Closed -$2.97K – 1298
2023
Q2 		$2.97K Sell
175
-1,000
-85% -$16.2K ﹤0.01% 1090
2023
Q1 		$20.6K Hold
1,175
– – 0.01% 710
2022
Q4 		$12.3K Hold
1,175
– – 0.01% 865
2022
Q3 		$14K Buy
1,175
+175
+18% +$2.3K 0.01% 791
2022
Q2 		$12K Hold
1,000
– – 0.01% 801
2022
Q1 		$29K Hold
1,000
– – 0.01% 613
2021
Q4 		$29K Buy
+1,000
New +$36K 0.01% 614

Other funds holding BITO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
SSG
Summit Securities Group New York $810M AUM 27.35% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Newbridge Financial Services Group's BITO Position: Q4 2024 in Review

Newbridge Financial Services Group sold out of ProShares Bitcoin Strategy ETF (BITO) in Q4 2024, closing a stake of 1,235 shares — an estimated $23.7K sold.

Newbridge Financial Services Group first reported a position in BITO in Q4 2021 and held it in 10 quarters. The position peaked at $29K in Q1 2022. 197 funds tracked by Wall St. Rank hold BITO as of Q4 2024.

  • Newbridge Financial Services Group reported no remaining ProShares Bitcoin Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,235 ProShares Bitcoin Strategy ETF shares in Q4 2024, an estimated $23.7K.
  • Newbridge Financial Services Group first reported a position in ProShares Bitcoin Strategy ETF in Q4 2021 and held it in 10 quarters.
  • Newbridge Financial Services Group's ProShares Bitcoin Strategy ETF position peaked at $29K in Q1 2022.
  • 197 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q4 2024.

Based on Newbridge Financial Services Group's 13F filing for Q4 2024, filed 28 Jan 2025.