SWMG
BITY

Sard Wealth Management Group’s Amplify Bitcoin 2% Monthly Option Income ETF BITY Stock Holding History

Sard Wealth Management Group’s Portfolio BITY Stock Details BITY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,752
Closed -$209K – 59
2025
Q3 		$209K Buy
+3,752
New +$217K 0.12% 53

Other funds holding BITY

HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
AW
Ankerstar Wealth Leander, Texas $94.7M AUM

Sard Wealth Management Group's BITY Position: Q4 2025 in Review

Sard Wealth Management Group sold out of Amplify Bitcoin 2% Monthly Option Income ETF (BITY) in Q4 2025, closing a stake of 3,752 shares — an estimated $209K sold.

Sard Wealth Management Group first reported a position in BITY in Q3 2025 and held it in 1 quarter. The position peaked at $209K in Q3 2025. 8 funds tracked by Wall St. Rank hold BITY as of Q4 2025.

  • Sard Wealth Management Group reported no remaining Amplify Bitcoin 2% Monthly Option Income ETF position as of Q4 2025 after selling out during the quarter.
  • Sard Wealth Management Group sold 3,752 Amplify Bitcoin 2% Monthly Option Income ETF shares in Q4 2025, an estimated $209K.
  • Sard Wealth Management Group first reported a position in Amplify Bitcoin 2% Monthly Option Income ETF in Q3 2025 and held it in 1 quarter.
  • Sard Wealth Management Group's Amplify Bitcoin 2% Monthly Option Income ETF position peaked at $209K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Amplify Bitcoin 2% Monthly Option Income ETF as of Q4 2025.

Based on Sard Wealth Management Group's 13F filing for Q4 2025, filed 8 Jan 2026.