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Sowell Financial Services’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Sowell Financial Services’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
2024
Q3 		– Sell
-13,587
Closed -$306K – 536
2024
Q2 		$306K Buy
13,587
+53
+0.4% +$1.42K 0.01% 490
2024
Q1 		$437K Buy
+13,534
New +$341K 0.02% 470
2023
Q4 		– Sell
-26,497
Closed -$366K – 535
2023
Q3 		$366K Sell
26,497
-2,650
-9% -$38.8K 0.02% 441
2023
Q2 		$495K Buy
29,147
+200
+0.7% +$3.24K 0.03% 454
2023
Q1 		$507K Buy
28,947
+3,518
+14% +$50.5K 0.04% 423
2022
Q4 		$265K Buy
25,429
+6,175
+32% +$68.9K 0.02% 497
2022
Q3 		$231K Buy
+19,254
New +$253K 0.02% 391

Other funds holding BITO

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
RCMF
RK Capital Management (Florida) Weston, Florida $10.8B AUM 53.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

Sowell Financial Services's BITO Position: Q3 2024 in Review

Sowell Financial Services sold out of ProShares Bitcoin Strategy ETF (BITO) in Q3 2024, closing a stake of 13,587 shares — an estimated $306K sold.

Sowell Financial Services first reported a position in BITO in Q3 2022 and held it in 7 quarters. The position peaked at $507K in Q1 2023. 176 funds tracked by Wall St. Rank hold BITO as of Q3 2024.

  • Sowell Financial Services reported no remaining ProShares Bitcoin Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Sowell Financial Services sold 13,587 ProShares Bitcoin Strategy ETF shares in Q3 2024, an estimated $306K.
  • Sowell Financial Services first reported a position in ProShares Bitcoin Strategy ETF in Q3 2022 and held it in 7 quarters.
  • Sowell Financial Services's ProShares Bitcoin Strategy ETF position peaked at $507K in Q1 2023.
  • 176 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q3 2024.

Based on Sowell Financial Services's 13F filing for Q3 2024, filed 4 Oct 2024.