Optivise Advisory Services
IBIT icon

Optivise Advisory Services’s iShares Bitcoin Trust IBIT Stock Holding History

Optivise Advisory Services’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$985K Buy
20,812
+7,357
+55% +$297K 0.48% 58
2026
Q2 		$448K Buy
13,455
+1,899
+16% +$77.2K 0.23% 117
2026
Q1 		$444K Buy
11,556
+260
+2% +$11.3K 0.27% 95
2025
Q4 		$561K Buy
11,296
+5,535
+96% +$314K 0.32% 85
2025
Q3 		$374K Sell
5,761
-1,719
-23% -$112K 0.22% 105
2025
Q2 		$458K Sell
7,480
-23
-0.3% -$1.29K 0.23% 101
2025
Q1 		$351K Sell
7,503
-1,593
-18% -$84.3K 0.2% 109
2024
Q4 		$483K Sell
9,096
-772
-8% -$36.4K 0.26% 91
2024
Q3 		$357K Buy
9,868
+336
+4% +$11.7K 0.19% 104
2024
Q2 		$325K Buy
+9,532
New +$356K 0.18% 121

Other funds holding IBIT

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
Oxler Private Wealth
Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Verde Servicos Internacionais
Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BigSur Wealth Management
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

Optivise Advisory Services's IBIT Position: Q3 2026 in Review

Optivise Advisory Services increased its iShares Bitcoin Trust (IBIT) stake by 55% in Q3 2026, buying an estimated $297K and bringing the position to 20,812 shares worth $985K. The position accounts for 0.48% of the portfolio, ranked #58.

Optivise Advisory Services first reported a position in IBIT in Q2 2024 and has held it in 10 quarters since. 610 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Optivise Advisory Services held 20,812 shares of iShares Bitcoin Trust worth $985K as of Q3 2026.
  • Optivise Advisory Services bought 7,357 iShares Bitcoin Trust shares in Q3 2026, an estimated $297K.
  • iShares Bitcoin Trust made up 0.48% of Optivise Advisory Services's portfolio in Q3 2026, its #58 holding.
  • Optivise Advisory Services first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 10 quarters since.
  • 610 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.