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Root Financial Partners’s Bitwise Bitcoin ETF BITB Stock Holding History

Root Financial Partners’s Portfolio BITB Stock Details BITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-134
Closed -$4.93K – 752
2026
Q1 		$4.93K Sell
134
-700
-84% -$29K ﹤0.01% 1965
2025
Q4 		$39.7K Hold
834
– – ﹤0.01% 816
2025
Q3 		$51.9K Buy
+834
New +$52K ﹤0.01% 655

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KC
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VT
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Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Root Financial Partners's BITB Position: Q2 2026 in Review

Root Financial Partners sold out of Bitwise Bitcoin ETF (BITB) in Q2 2026, closing a stake of 134 shares — an estimated $4.93K sold.

Root Financial Partners first reported a position in BITB in Q3 2025 and held it in 3 quarters. The position peaked at $51.9K in Q3 2025. 271 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

  • Root Financial Partners reported no remaining Bitwise Bitcoin ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 134 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $4.93K.
  • Root Financial Partners first reported a position in Bitwise Bitcoin ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Bitwise Bitcoin ETF position peaked at $51.9K in Q3 2025.
  • 271 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.