Steward Partners Investment Advisory’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Steward Partners Investment Advisory’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
2026 Q2	$1.16K	Sell	145 -442	-75%	-$4.34K	﹤0.01%	4349
2026 Q1	$5.46K	Sell	587 -200	-25%	-$2.11K	﹤0.01%	3764
2025 Q4	$9.57K	Buy	787 +364	+86%	+$5.71K	﹤0.01%	3461
2025 Q3	$8.32K	Buy	423 +400	+1,739%	+$8.34K	﹤0.01%	3476
2025 Q2	$495	Sell	23 -381	-94%	-$7.86K	﹤0.01%	3963
2025 Q1	$7.4K	Buy	+404	New	+$8.77K	﹤0.01%	3234
2024 Q2	–	Sell	-6	Closed	-$194	–	3617
2024 Q1	$194	Hold	6	–	–	﹤0.01%	3474
2023 Q4	$123	Buy	+6	New	+$109	﹤0.01%	3433
2023 Q1	–	Sell	-50	Closed	-$522	–	3321
2022 Q4	$522	Hold	50	–	–	﹤0.01%	3189
2022 Q3	$1K	Sell	50 -50	-50%	-$656	﹤0.01%	3102
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	3085
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	3004
2021 Q4	$3K	Buy	+100	New	+$3.6K	﹤0.01%	2932

Other funds holding BITO

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

FCG

Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Steward Partners Investment Advisory's BITO Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its ProShares Bitcoin Strategy ETF (BITO) stake by 75% in Q2 2026, selling an estimated $4.34K and leaving 145 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #4349.

Steward Partners Investment Advisory first reported a position in BITO in Q4 2021 and has held it in 13 quarters since. The position peaked at $9.57K in Q4 2025. 193 funds tracked by Wall St. Rank hold BITO as of Q2 2026.

Steward Partners Investment Advisory held 145 shares of ProShares Bitcoin Strategy ETF worth $1.16K as of Q2 2026.
Steward Partners Investment Advisory sold 442 ProShares Bitcoin Strategy ETF shares in Q2 2026, an estimated $4.34K.
ProShares Bitcoin Strategy ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4349 holding.
Steward Partners Investment Advisory first reported a position in ProShares Bitcoin Strategy ETF in Q4 2021 and has held it in 13 quarters since.
Steward Partners Investment Advisory's ProShares Bitcoin Strategy ETF position peaked at $9.57K in Q4 2025.
193 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.