Stegent Equity Advisors’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Stegent Equity Advisors’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
2025 Q4	–	Sell	-15,438	Closed	-$304K	–	117
2025 Q3	$304K	Sell	15,438 -250	-2%	-$5.21K	0.25%	92
2025 Q2	$337K	Sell	15,688 -21,409	-58%	-$442K	0.3%	94
2025 Q1	$680K	Sell	37,097 -514	-1%	-$11.2K	0.69%	43
2024 Q4	$857K	Sell	37,611 -2,326	-6%	-$51.6K	0.87%	35
2024 Q3	$766K	Sell	39,937 -27,073	-40%	-$540K	0.85%	35
2024 Q2	$1.51M	Sell	67,010 -1,793	-3%	-$48K	1.57%	26
2024 Q1	$2.22M	Sell	68,803 -6,120	-8%	-$154K	2.26%	13
2023 Q4	$1.54M	Buy	+74,923	New	+$1.36M	1.82%	23

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FCG

Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $288M AUM 38.96% 1-Year Est. Return

LWMI

Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

Stegent Equity Advisors's BITO Position: Q4 2025 in Review

Stegent Equity Advisors sold out of ProShares Bitcoin Strategy ETF (BITO) in Q4 2025, closing a stake of 15,438 shares — an estimated $304K sold.

Stegent Equity Advisors first reported a position in BITO in Q4 2023 and held it in 8 quarters. The position peaked at $2.22M in Q1 2024. 189 funds tracked by Wall St. Rank hold BITO as of Q4 2025.

Stegent Equity Advisors reported no remaining ProShares Bitcoin Strategy ETF position as of Q4 2025 after selling out during the quarter.
Stegent Equity Advisors sold 15,438 ProShares Bitcoin Strategy ETF shares in Q4 2025, an estimated $304K.
Stegent Equity Advisors first reported a position in ProShares Bitcoin Strategy ETF in Q4 2023 and held it in 8 quarters.
Stegent Equity Advisors's ProShares Bitcoin Strategy ETF position peaked at $2.22M in Q1 2024.
189 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q4 2025.

Based on Stegent Equity Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.