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

Perigon 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
2025 Q4	–	Sell	-24,555	Closed	-$483K	–	1315
2025 Q3	$483K	Sell	24,555 -76	-0.3%	-$1.58K	0.01%	757
2025 Q2	$530K	Sell	24,631 -11,643	-32%	-$240K	0.01%	651
2025 Q1	$665K	Sell	36,274 -910	-2%	-$19.8K	0.02%	556
2024 Q4	$908K	Sell	37,184 -4,025	-10%	-$89.3K	0.02%	468
2024 Q3	$791K	Buy	41,209 +1,710	+4%	+$34.1K	0.02%	492
2024 Q2	$889K	Buy	39,499 +1,311	+3%	+$35.1K	0.03%	399
2024 Q1	$1.23M	Sell	38,188 -18,272	-32%	-$460K	0.04%	325
2023 Q4	$1.16M	Sell	56,460 -16,620	-23%	-$301K	0.04%	311
2023 Q3	$1.01M	Sell	73,080 -5,370	-7%	-$78.7K	0.04%	307
2023 Q2	$1.33M	Buy	+78,450	New	+$1.27M	0.05%	262

Other funds holding BITO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

FCG

Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

RIA

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

LWMI

Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return

Perigon Wealth Management's BITO Position: Q4 2025 in Review

Perigon Wealth Management sold out of ProShares Bitcoin Strategy ETF (BITO) in Q4 2025, closing a stake of 24,555 shares — an estimated $483K sold.

Perigon Wealth Management first reported a position in BITO in Q2 2023 and held it in 10 quarters. The position peaked at $1.33M in Q2 2023. 190 funds tracked by Wall St. Rank hold BITO as of Q4 2025.

Perigon Wealth Management reported no remaining ProShares Bitcoin Strategy ETF position as of Q4 2025 after selling out during the quarter.
Perigon Wealth Management sold 24,555 ProShares Bitcoin Strategy ETF shares in Q4 2025, an estimated $483K.
Perigon Wealth Management first reported a position in ProShares Bitcoin Strategy ETF in Q2 2023 and held it in 10 quarters.
Perigon Wealth Management's ProShares Bitcoin Strategy ETF position peaked at $1.33M in Q2 2023.
190 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q4 2025.

Based on Perigon Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.