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O'Shaughnessy Asset Management’s Global X Blockchain & Bitcoin Strategy ETF BITS Stock Holding History

O'Shaughnessy Asset Management’s Portfolio BITS Stock Details BITS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7
Closed -$439 – 2674
2025
Q4 		$439 Hold
7
– – ﹤0.01% 2583
2025
Q3 		$679 Sell
7
-2
-22% -$165 ﹤0.01% 2498
2025
Q2 		$651 Buy
+9
New +$555 ﹤0.01% 2310

Other funds holding BITS

SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
KG
Kilter Group Rhinebeck, New York $232M AUM 19.26% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

O'Shaughnessy Asset Management's BITS Position: Q1 2026 in Review

O'Shaughnessy Asset Management sold out of Global X Blockchain & Bitcoin Strategy ETF (BITS) in Q1 2026, closing a stake of 7 shares — an estimated $439 sold.

O'Shaughnessy Asset Management first reported a position in BITS in Q2 2025 and held it in 3 quarters. The position peaked at $679 in Q3 2025. 11 funds tracked by Wall St. Rank hold BITS as of Q1 2026.

  • O'Shaughnessy Asset Management reported no remaining Global X Blockchain & Bitcoin Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 7 Global X Blockchain & Bitcoin Strategy ETF shares in Q1 2026, an estimated $439.
  • O'Shaughnessy Asset Management first reported a position in Global X Blockchain & Bitcoin Strategy ETF in Q2 2025 and held it in 3 quarters.
  • O'Shaughnessy Asset Management's Global X Blockchain & Bitcoin Strategy ETF position peaked at $679 in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Global X Blockchain & Bitcoin Strategy ETF as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.