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Pacific Capital Wealth Advisors’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Pacific Capital Wealth Advisors’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
2024
Q3 		– Sell
-6
Closed -$135 – 507
2024
Q2 		$135 Buy
+6
New +$160 ﹤0.01% 500

Other funds holding BITO

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AA
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RCMF
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return

Pacific Capital Wealth Advisors's BITO Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of ProShares Bitcoin Strategy ETF (BITO) in Q3 2024, closing a stake of 6 shares — an estimated $135 sold.

Pacific Capital Wealth Advisors first reported a position in BITO in Q2 2024 and held it in 1 quarter. The position peaked at $135 in Q2 2024. 176 funds tracked by Wall St. Rank hold BITO as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining ProShares Bitcoin Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 6 ProShares Bitcoin Strategy ETF shares in Q3 2024, an estimated $135.
  • Pacific Capital Wealth Advisors first reported a position in ProShares Bitcoin Strategy ETF in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's ProShares Bitcoin Strategy ETF position peaked at $135 in Q2 2024.
  • 176 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.