Spire Wealth Management’s Bitwise Bitcoin Strategy Optimum Roll ETF BITC Stock Holding History

Spire Wealth Management’s Portfolio BITC Stock Details BITC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-50	Closed	-$2.27K	–	2371
2025 Q2	$2.27K	Buy	+50	New	+$2.23K	﹤0.01%	2150

Other funds holding BITC

KLCM

KG&L Capital Management Saint Francisville, Louisiana $168M AUM 33.42% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Spire Wealth Management's BITC Position: Q3 2025 in Review

Spire Wealth Management sold out of Bitwise Bitcoin Strategy Optimum Roll ETF (BITC) in Q3 2025, closing a stake of 50 shares — an estimated $2.27K sold.

Spire Wealth Management first reported a position in BITC in Q2 2025 and held it in 1 quarter. The position peaked at $2.27K in Q2 2025. 6 funds tracked by Wall St. Rank hold BITC as of Q3 2025.

Spire Wealth Management reported no remaining Bitwise Bitcoin Strategy Optimum Roll ETF position as of Q3 2025 after selling out during the quarter.
Spire Wealth Management sold 50 Bitwise Bitcoin Strategy Optimum Roll ETF shares in Q3 2025, an estimated $2.27K.
Spire Wealth Management first reported a position in Bitwise Bitcoin Strategy Optimum Roll ETF in Q2 2025 and held it in 1 quarter.
Spire Wealth Management's Bitwise Bitcoin Strategy Optimum Roll ETF position peaked at $2.27K in Q2 2025.
6 funds tracked by Wall St. Rank held Bitwise Bitcoin Strategy Optimum Roll ETF as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.