Root Financial Partners
BITB icon

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
Q3 		$9.03K Buy
+199
New +$7.69K ﹤0.01% 1964
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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Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
Refined Wealth Management
Refined Wealth Management Salt Lake City, Utah $179M AUM 8.26% 1-Year Est. Return
Financial Management Professionals
Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return
Carter Financial Group
Carter Financial Group Barrington, Illinois $196M AUM 20.26% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Wiser Wealth Management
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

Root Financial Partners's BITB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Bitwise Bitcoin ETF (BITB) in Q3 2026: 199 shares worth $9.03K. The stake represents ﹤0.01% of the portfolio and ranks #1964 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BITB as recently as Q1 2026.

Root Financial Partners first reported a position in BITB in Q3 2025 and has held it in 4 quarters since. The position peaked at $51.9K in Q3 2025. 122 funds tracked by Wall St. Rank hold BITB as of Q3 2026.

  • Root Financial Partners held 199 shares of Bitwise Bitcoin ETF worth $9.03K as of Q3 2026.
  • Bitwise Bitcoin ETF was a new Root Financial Partners position in Q3 2026.
  • Bitwise Bitcoin ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1964 holding.
  • Root Financial Partners first reported a position in Bitwise Bitcoin ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Bitwise Bitcoin ETF position peaked at $51.9K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.