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Pathstone Family Office’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Pathstone Family Office’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
2023
Q3 		$139K Buy
10,056
+8
+0.1% +$117 ﹤0.01% 1562
2023
Q2 		$171K Buy
+10,048
New +$163K ﹤0.01% 1165

Other funds holding BITO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
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
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return

Pathstone Family Office's BITO Position: Q3 2023 in Review

Pathstone Family Office increased its ProShares Bitcoin Strategy ETF (BITO) stake by 0.08% in Q3 2023, buying an estimated $117 and bringing the position to 10,056 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

Pathstone Family Office first reported a position in BITO in Q2 2023 and has held it in 2 quarters since. The position peaked at $171K in Q2 2023. 153 funds tracked by Wall St. Rank hold BITO as of Q3 2023.

  • Pathstone Family Office held 10,056 shares of ProShares Bitcoin Strategy ETF worth $139K as of Q3 2023.
  • Pathstone Family Office bought 8 ProShares Bitcoin Strategy ETF shares in Q3 2023, an estimated $117.
  • ProShares Bitcoin Strategy ETF made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1562 holding.
  • Pathstone Family Office first reported a position in ProShares Bitcoin Strategy ETF in Q2 2023 and has held it in 2 quarters since.
  • Pathstone Family Office's ProShares Bitcoin Strategy ETF position peaked at $171K in Q2 2023.
  • 153 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.