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Nikulski Financial’s Bitwise Bitcoin ETF BITB Stock Holding History

Nikulski Financial’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 		$625K Sell
19,617
-2,064
-10% -$80.4K 0.13% 123
2026
Q1 		$798K Buy
21,681
+14,410
+198% +$598K 0.2% 98
2025
Q4 		$346K Buy
+7,271
New +$396K 0.08% 139

Other funds holding BITB

BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Nikulski Financial's BITB Position: Q2 2026 in Review

Nikulski Financial reduced its Bitwise Bitcoin ETF (BITB) stake by 9.5% in Q2 2026, selling an estimated $80.4K and leaving 19,617 shares worth $625K. The position accounts for 0.13% of the portfolio, ranked #123.

Nikulski Financial first reported a position in BITB in Q4 2025 and has held it in 3 quarters since. The position peaked at $798K in Q1 2026. 102 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

  • Nikulski Financial held 19,617 shares of Bitwise Bitcoin ETF worth $625K as of Q2 2026.
  • Nikulski Financial sold 2,064 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $80.4K.
  • Bitwise Bitcoin ETF made up 0.13% of Nikulski Financial's portfolio in Q2 2026, its #123 holding.
  • Nikulski Financial first reported a position in Bitwise Bitcoin ETF in Q4 2025 and has held it in 3 quarters since.
  • Nikulski Financial's Bitwise Bitcoin ETF position peaked at $798K in Q1 2026.
  • 102 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.