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Somerset Trust’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Somerset Trust’s Portfolio BITO Stock Details BITO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-15,500
Closed -$144K – 189
2026
Q1 		$144K Hold
15,500
– – 0.04% 174
2025
Q4 		$188K Hold
15,500
– – 0.06% 180
2025
Q3 		$305K Buy
+15,500
New +$323K 0.09% 141

Other funds holding BITO

MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Somerset Trust's BITO Position: Q2 2026 in Review

Somerset Trust sold out of ProShares Bitcoin Strategy ETF (BITO) in Q2 2026, closing a stake of 15,500 shares — an estimated $144K sold.

Somerset Trust first reported a position in BITO in Q3 2025 and held it in 3 quarters. The position peaked at $305K in Q3 2025. 29 funds tracked by Wall St. Rank hold BITO as of Q2 2026.

  • Somerset Trust reported no remaining ProShares Bitcoin Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Somerset Trust sold 15,500 ProShares Bitcoin Strategy ETF shares in Q2 2026, an estimated $144K.
  • Somerset Trust first reported a position in ProShares Bitcoin Strategy ETF in Q3 2025 and held it in 3 quarters.
  • Somerset Trust's ProShares Bitcoin Strategy ETF position peaked at $305K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q2 2026.

Based on Somerset Trust's 13F filing for Q2 2026, filed 6 Jul 2026.