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Strategic Family Wealth Counselors’s Bitwise Bitcoin ETF BITB Stock Holding History

Strategic Family Wealth Counselors’s Portfolio BITB Stock Details BITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-27,687
Closed -$1.35M – 171
2025
Q4 		$1.35M Buy
+27,687
New +$1.51M 0.3% 65

Other funds holding BITB

SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $260M AUM 4.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Strategic Family Wealth Counselors's BITB Position: Q1 2026 in Review

Strategic Family Wealth Counselors sold out of Bitwise Bitcoin ETF (BITB) in Q1 2026, closing a stake of 27,687 shares — an estimated $1.35M sold.

Strategic Family Wealth Counselors first reported a position in BITB in Q4 2025 and held it in 1 quarter. The position peaked at $1.35M in Q4 2025. 299 funds tracked by Wall St. Rank hold BITB as of Q1 2026.

  • Strategic Family Wealth Counselors reported no remaining Bitwise Bitcoin ETF position as of Q1 2026 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 27,687 Bitwise Bitcoin ETF shares in Q1 2026, an estimated $1.35M.
  • Strategic Family Wealth Counselors first reported a position in Bitwise Bitcoin ETF in Q4 2025 and held it in 1 quarter.
  • Strategic Family Wealth Counselors's Bitwise Bitcoin ETF position peaked at $1.35M in Q4 2025.
  • 299 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.