SSWM
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Sheets Smith Wealth Management’s Bitwise Bitcoin ETF BITB Stock Holding History

Sheets Smith Wealth Management’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
2025
Q4 		– Sell
-5,395
Closed -$336K – 394
2025
Q3 		$336K Sell
5,395
-299
-5% -$18.6K 0.04% 324
2025
Q2 		$334K Sell
5,694
-1,291
-18% -$69.3K 0.04% 329
2025
Q1 		$313K Sell
6,985
-193
-3% -$9.78K 0.04% 298
2024
Q4 		$365K Sell
7,178
-1,623
-18% -$73.4K 0.04% 299
2024
Q3 		$304K Buy
8,801
+1,306
+17% +$43.4K 0.04% 316
2024
Q2 		$245K Sell
7,495
-758
-9% -$27.1K 0.03% 339
2024
Q1 		$319K Buy
+8,253
New +$246K 0.04% 315

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PC
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SSA
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Wells Fargo
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $260M AUM 4.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return