Spartan Planning & Wealth Management’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Spartan Planning & Wealth Management’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
2022 Q4	$2.71K	Hold	260	–	–	﹤0.01%	124
2022 Q3	$3K	Hold	260	–	–	﹤0.01%	62
2022 Q2	$3K	Buy	+260	New	+$5.23K	﹤0.01%	76

Other funds holding BITO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Spartan Planning & Wealth Management's BITO Position: Q4 2022 in Review

Spartan Planning & Wealth Management held its ProShares Bitcoin Strategy ETF (BITO) position steady in Q4 2022 at 260 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #124.

Spartan Planning & Wealth Management first reported a position in BITO in Q2 2022 and has held it in 3 quarters since. The position peaked at $3K in Q3 2022. 157 funds tracked by Wall St. Rank hold BITO as of Q4 2022.

Spartan Planning & Wealth Management held 260 shares of ProShares Bitcoin Strategy ETF worth $2.71K as of Q4 2022.
Spartan Planning & Wealth Management left its ProShares Bitcoin Strategy ETF share count unchanged in Q4 2022.
ProShares Bitcoin Strategy ETF made up ﹤0.01% of Spartan Planning & Wealth Management's portfolio in Q4 2022, its #124 holding.
Spartan Planning & Wealth Management first reported a position in ProShares Bitcoin Strategy ETF in Q2 2022 and has held it in 3 quarters since.
Spartan Planning & Wealth Management's ProShares Bitcoin Strategy ETF position peaked at $3K in Q3 2022.
157 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q4 2022.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.