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Strategies Wealth Advisors’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Strategies Wealth 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
2022
Q2 		$186K Sell
15,999
-814
-5% -$16.4K 0.05% 80
2022
Q1 		$480K Buy
+16,813
New +$439K 0.13% 54

Other funds holding BITO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NCL
Nishkama Capital LLC Dorado, Puerto Rico $1.58B AUM 123.32% 1-Year Est. Return

Strategies Wealth Advisors's BITO Position: Q2 2022 in Review

Strategies Wealth Advisors reduced its ProShares Bitcoin Strategy ETF (BITO) stake by 4.8% in Q2 2022, selling an estimated $16.4K and leaving 15,999 shares worth $186K. The position accounts for 0.05% of the portfolio, ranked #80.

Strategies Wealth Advisors first reported a position in BITO in Q1 2022 and has held it in 2 quarters since. The position peaked at $480K in Q1 2022. 175 funds tracked by Wall St. Rank hold BITO as of Q2 2022.

  • Strategies Wealth Advisors held 15,999 shares of ProShares Bitcoin Strategy ETF worth $186K as of Q2 2022.
  • Strategies Wealth Advisors sold 814 ProShares Bitcoin Strategy ETF shares in Q2 2022, an estimated $16.4K.
  • ProShares Bitcoin Strategy ETF made up 0.05% of Strategies Wealth Advisors's portfolio in Q2 2022, its #80 holding.
  • Strategies Wealth Advisors first reported a position in ProShares Bitcoin Strategy ETF in Q1 2022 and has held it in 2 quarters since.
  • Strategies Wealth Advisors's ProShares Bitcoin Strategy ETF position peaked at $480K in Q1 2022.
  • 175 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q2 2022.

Based on Strategies Wealth Advisors's 13F filing for Q2 2022, filed 27 Jun 2023.