Orion Portfolio Solutions’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$794K	Sell	43,317 -364	-0.8%	-$7.9K	0.01%	1204
2024 Q4	$995K	Buy	43,681 +17,117	+64%	+$380K	0.01%	1060
2024 Q3	$510K	Buy	26,564 +6,066	+30%	+$121K	0.01%	1328
2024 Q2	$461K	Sell	20,498 -1,212	-6%	-$32.4K	﹤0.01%	1303
2024 Q1	$701K	Buy	21,710 +4,329	+25%	+$109K	0.01%	1140
2023 Q4	$397K	Buy	+17,381	New	+$314K	﹤0.01%	1299

Other funds holding BITO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LWMI

Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

RCMF

RK Capital Management (Florida) Weston, Florida $2.6B AUM 83.27% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

Orion Portfolio Solutions's BITO Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its ProShares Bitcoin Strategy ETF (BITO) stake by 0.83% in Q1 2025, selling an estimated $7.9K and leaving 43,317 shares worth $794K. The position accounts for 0.01% of the portfolio, ranked #1204.

Orion Portfolio Solutions first reported a position in BITO in Q4 2023 and has held it in 6 quarters since. The position peaked at $995K in Q4 2024. 175 funds tracked by Wall St. Rank hold BITO as of Q1 2025.

Orion Portfolio Solutions held 43,317 shares of ProShares Bitcoin Strategy ETF worth $794K as of Q1 2025.
Orion Portfolio Solutions sold 364 ProShares Bitcoin Strategy ETF shares in Q1 2025, an estimated $7.9K.
ProShares Bitcoin Strategy ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1204 holding.
Orion Portfolio Solutions first reported a position in ProShares Bitcoin Strategy ETF in Q4 2023 and has held it in 6 quarters since.
Orion Portfolio Solutions's ProShares Bitcoin Strategy ETF position peaked at $995K in Q4 2024.
175 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.