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Strategic Investment Solutions’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Strategic Investment Solutions’s Portfolio FBTC Stock Details FBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$93.5K Sell
1,831
-33
-2% -$2.06K 0.02% 213
2026
Q1 		$110K Buy
1,864
+34
+2% +$2.26K 0.03% 191
2025
Q4 		$140K Buy
1,830
+91
+5% +$7.94K 0.03% 159
2025
Q3 		$174K Buy
1,739
+106
+6% +$10.6K 0.05% 145
2025
Q2 		$153K Buy
1,633
+105
+7% +$9.04K 0.05% 141
2025
Q1 		$110K Buy
1,528
+106
+7% +$8.62K 0.03% 129
2024
Q4 		$116K Buy
1,422
+91
+7% +$6.6K 0.04% 125
2024
Q3 		$73.9K Buy
+1,331
New +$71K 0.02% 166

Other funds holding FBTC

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIS
AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Strategic Investment Solutions's FBTC Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 1.8% in Q2 2026, selling an estimated $2.06K and leaving 1,831 shares worth $93.5K. The position accounts for 0.02% of the portfolio, ranked #213.

Strategic Investment Solutions first reported a position in FBTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $174K in Q3 2025. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Strategic Investment Solutions held 1,831 shares of Fidelity Wise Origin Bitcoin Fund worth $93.5K as of Q2 2026.
  • Strategic Investment Solutions sold 33 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $2.06K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.02% of Strategic Investment Solutions's portfolio in Q2 2026, its #213 holding.
  • Strategic Investment Solutions first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and has held it in 8 quarters since.
  • Strategic Investment Solutions's Fidelity Wise Origin Bitcoin Fund position peaked at $174K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.