Rise Advisors’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Rise Advisors’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 Q4	–	Sell	-1,978	Closed	-$27.3K	–	625
2023 Q3	$27.3K	Buy	1,978 +125	+7%	+$1.83K	0.02%	198
2023 Q2	$31.5K	Buy	+1,853	New	+$30K	0.02%	194

Other funds holding BITO

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

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

Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

Rise Advisors's BITO Position: Q4 2023 in Review

Rise Advisors sold out of ProShares Bitcoin Strategy ETF (BITO) in Q4 2023, closing a stake of 1,978 shares — an estimated $27.3K sold.

Rise Advisors first reported a position in BITO in Q2 2023 and held it in 2 quarters. The position peaked at $31.5K in Q2 2023. 189 funds tracked by Wall St. Rank hold BITO as of Q4 2023.

Rise Advisors reported no remaining ProShares Bitcoin Strategy ETF position as of Q4 2023 after selling out during the quarter.
Rise Advisors sold 1,978 ProShares Bitcoin Strategy ETF shares in Q4 2023, an estimated $27.3K.
Rise Advisors first reported a position in ProShares Bitcoin Strategy ETF in Q2 2023 and held it in 2 quarters.
Rise Advisors's ProShares Bitcoin Strategy ETF position peaked at $31.5K in Q2 2023.
189 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q4 2023.

Based on Rise Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.