Prosperity Capital Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Prosperity Capital Advisors’s Portfolio IBIT Stock Details IBIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.35M	Sell	40,550 -4,646	-10%	-$189K	0.07%	165
2026 Q1	$1.74M	Sell	45,196 -7,730	-15%	-$335K	0.1%	130
2025 Q4	$2.63M	Buy	52,926 +2,239	+4%	+$127K	0.16%	96
2025 Q3	$3.29M	Buy	50,687 +11,616	+30%	+$756K	0.19%	87
2025 Q2	$2.39M	Buy	39,071 +9,160	+31%	+$513K	0.16%	115
2025 Q1	$1.44M	Buy	29,911 +6,880	+30%	+$364K	0.11%	128
2024 Q4	$1.22M	Buy	+23,031	New	+$1.09M	0.1%	140

Other funds holding IBIT

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

BWM

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SBF

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Prosperity Capital Advisors's IBIT Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 10% in Q2 2026, selling an estimated $189K and leaving 40,550 shares worth $1.35M. The position accounts for 0.07% of the portfolio, ranked #165.

Prosperity Capital Advisors first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.29M in Q3 2025. 285 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Prosperity Capital Advisors held 40,550 shares of iShares Bitcoin Trust worth $1.35M as of Q2 2026.
Prosperity Capital Advisors sold 4,646 iShares Bitcoin Trust shares in Q2 2026, an estimated $189K.
iShares Bitcoin Trust made up 0.07% of Prosperity Capital Advisors's portfolio in Q2 2026, its #165 holding.
Prosperity Capital Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
Prosperity Capital Advisors's iShares Bitcoin Trust position peaked at $3.29M in Q3 2025.
285 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.