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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
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

SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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 $173B AUM 20.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $260M AUM 4.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Next Level Wealth Planning's BITB Position: Q1 2026 in Review

Next Level Wealth Planning increased its Bitwise Bitcoin ETF (BITB) stake by 1.6% in Q1 2026, buying an estimated $10K and bringing the position to 15,633 shares worth $575K. The position accounts for 0.3% of the portfolio, ranked #29.

Next Level Wealth Planning first reported a position in BITB in Q2 2025 and has held it in 4 quarters since. The position peaked at $851K in Q3 2025. 298 funds tracked by Wall St. Rank hold BITB as of Q1 2026.

  • Next Level Wealth Planning held 15,633 shares of Bitwise Bitcoin ETF worth $575K as of Q1 2026.
  • Next Level Wealth Planning bought 241 Bitwise Bitcoin ETF shares in Q1 2026, an estimated $10K.
  • Bitwise Bitcoin ETF made up 0.3% of Next Level Wealth Planning's portfolio in Q1 2026, its #29 holding.
  • Next Level Wealth Planning first reported a position in Bitwise Bitcoin ETF in Q2 2025 and has held it in 4 quarters since.
  • Next Level Wealth Planning's Bitwise Bitcoin ETF position peaked at $851K in Q3 2025.
  • 298 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.