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Sax Wealth Advisors’s Bitwise Bitcoin ETF BITB Stock Holding History

Sax Wealth Advisors’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 		$318K Buy
+8,646
New +$337K 0.01% 436

Other funds holding BITB

PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
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

Sax Wealth Advisors's BITB Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in Bitwise Bitcoin ETF (BITB) in Q2 2026: 8,646 shares worth $318K. The stake represents 0.01% of the portfolio and ranks #436 among its holdings.

273 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

  • Sax Wealth Advisors held 8,646 shares of Bitwise Bitcoin ETF worth $318K as of Q2 2026.
  • Bitwise Bitcoin ETF was a new Sax Wealth Advisors position in Q2 2026.
  • Bitwise Bitcoin ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #436 holding.
  • 273 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.