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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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Renaissance Technologies
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.