Paragon Private Wealth Management’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Paragon Private Wealth Management’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
2026 Q1	$179K	Buy	19,264 +2,388	+14%	+$25.2K	0.06%	217
2025 Q4	$205K	Sell	16,876 -7,366	-30%	-$116K	0.06%	216
2025 Q3	$477K	Buy	24,242 +2,619	+12%	+$54.6K	0.16%	144
2025 Q2	$465K	Buy	21,623 +10,376	+92%	+$214K	0.19%	133
2025 Q1	$206K	Buy	11,247 +77	+0.7%	+$1.67K	0.1%	177
2024 Q4	$254K	Buy	+11,170	New	+$248K	0.12%	151
2024 Q1	–	Sell	-15,352	Closed	-$315K	–	147
2023 Q4	$315K	Hold	15,352	–	–	0.22%	105
2023 Q3	$212K	Buy	+15,352	New	+$225K	0.18%	118

Other funds holding BITO

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

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

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

FCG

Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

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

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

LWMI

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

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

Paragon Private Wealth Management's BITO Position: Q1 2026 in Review

Paragon Private Wealth Management increased its ProShares Bitcoin Strategy ETF (BITO) stake by 14% in Q1 2026, buying an estimated $25.2K and bringing the position to 19,264 shares worth $179K. The position accounts for 0.06% of the portfolio, ranked #217.

Paragon Private Wealth Management first reported a position in BITO in Q3 2023 and has held it in 8 quarters since. The position peaked at $477K in Q3 2025. 205 funds tracked by Wall St. Rank hold BITO as of Q1 2026.

Paragon Private Wealth Management held 19,264 shares of ProShares Bitcoin Strategy ETF worth $179K as of Q1 2026.
Paragon Private Wealth Management bought 2,388 ProShares Bitcoin Strategy ETF shares in Q1 2026, an estimated $25.2K.
ProShares Bitcoin Strategy ETF made up 0.06% of Paragon Private Wealth Management's portfolio in Q1 2026, its #217 holding.
Paragon Private Wealth Management first reported a position in ProShares Bitcoin Strategy ETF in Q3 2023 and has held it in 8 quarters since.
Paragon Private Wealth Management's ProShares Bitcoin Strategy ETF position peaked at $477K in Q3 2025.
205 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.