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Next Level Wealth Planning’s Bitwise Bitcoin ETF BITB Stock Holding History

Next Level Wealth Planning’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 		$533K Buy
16,737
+1,104
+7% +$43K 0.23% 34
2026
Q1 		$575K Buy
15,633
+241
+2% +$10K 0.3% 29
2025
Q4 		$732K Buy
15,392
+1,718
+13% +$93.5K 0.39% 20
2025
Q3 		$851K Buy
13,674
+2,903
+27% +$181K 0.48% 17
2025
Q2 		$631K Buy
+10,771
New +$578K 0.4% 18

Other funds holding BITB

PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Next Level Wealth Planning's BITB Position: Q2 2026 in Review

Next Level Wealth Planning increased its Bitwise Bitcoin ETF (BITB) stake by 7.1% in Q2 2026, buying an estimated $43K and bringing the position to 16,737 shares worth $533K. The position accounts for 0.23% of the portfolio, ranked #34.

Next Level Wealth Planning first reported a position in BITB in Q2 2025 and has held it in 5 quarters since. The position peaked at $851K in Q3 2025. 271 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

  • Next Level Wealth Planning held 16,737 shares of Bitwise Bitcoin ETF worth $533K as of Q2 2026.
  • Next Level Wealth Planning bought 1,104 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $43K.
  • Bitwise Bitcoin ETF made up 0.23% of Next Level Wealth Planning's portfolio in Q2 2026, its #34 holding.
  • Next Level Wealth Planning first reported a position in Bitwise Bitcoin ETF in Q2 2025 and has held it in 5 quarters since.
  • Next Level Wealth Planning's Bitwise Bitcoin ETF position peaked at $851K in Q3 2025.
  • 271 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.