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Sowell Financial Services’s Bitwise Bitcoin ETF BITB Stock Holding History

Sowell Financial Services’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 		$473K Buy
14,837
+1,771
+14% +$69K 0.02% 671
2026
Q1 		$481K Buy
13,066
+1,473
+13% +$61.1K 0.02% 644
2025
Q4 		$551K Buy
11,593
+4,363
+60% +$237K 0.02% 616
2025
Q3 		$450K Buy
+7,230
New +$450K 0.02% 660

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PC
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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

Sowell Financial Services's BITB Position: Q2 2026 in Review

Sowell Financial Services increased its Bitwise Bitcoin ETF (BITB) stake by 14% in Q2 2026, buying an estimated $69K and bringing the position to 14,837 shares worth $473K. The position accounts for 0.02% of the portfolio, ranked #671.

Sowell Financial Services first reported a position in BITB in Q3 2025 and has held it in 4 quarters since. The position peaked at $551K in Q4 2025. 271 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

  • Sowell Financial Services held 14,837 shares of Bitwise Bitcoin ETF worth $473K as of Q2 2026.
  • Sowell Financial Services bought 1,771 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $69K.
  • Bitwise Bitcoin ETF made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #671 holding.
  • Sowell Financial Services first reported a position in Bitwise Bitcoin ETF in Q3 2025 and has held it in 4 quarters since.
  • Sowell Financial Services's Bitwise Bitcoin ETF position peaked at $551K in Q4 2025.
  • 271 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.