Stratos Wealth Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$925K Sell
15,672
-4,930
-24% -$328K 0.06% 276
2025
Q4
$1.57M Buy
20,602
+5,909
+40% +$516K 0.08% 251
2025
Q3
$1.47M Buy
14,693
+6,973
+90% +$697K 0.07% 267
2025
Q2
$726K Sell
7,720
-20,630
-73% -$1.78M 0.04% 375
2025
Q1
$2.04M Buy
28,350
+111
+0.4% +$9.03K 0.11% 176
2024
Q4
$2.3M Buy
28,239
+495
+2% +$35.9K 0.11% 187
2024
Q3
$1.54M Buy
27,744
+1,023
+4% +$54.5K 0.07% 285
2024
Q2
$1.4M Buy
+26,721
New +$1.53M 0.07% 274

Other funds holding FBTC

Stratos Wealth Advisors's FBTC Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 24% in Q1 2026, selling an estimated $328K and leaving 15,672 shares worth $925K. The position accounts for 0.06% of the portfolio, ranked #276.

Stratos Wealth Advisors first reported a position in FBTC in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.3M in Q4 2024. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Stratos Wealth Advisors held 15,672 shares of Fidelity Wise Origin Bitcoin Fund worth $925K as of Q1 2026.
  • Stratos Wealth Advisors sold 4,930 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $328K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.06% of Stratos Wealth Advisors's portfolio in Q1 2026, its #276 holding.
  • Stratos Wealth Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 8 quarters since.
  • Stratos Wealth Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $2.3M in Q4 2024.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.