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Summit Securities Group’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Summit Securities Group’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
2024
Q4 		– Sell
-77,100
Closed -$1.48M – 651
2024
Q3 		$1.48M Sell
77,100
-30,000
-28% -$598K 0.39% 41
2024
Q2 		$2.41M Buy
107,100
+11,000
+11% +$294K 0.46% 33
2024
Q1 		$3.1M Sell
96,100
-101,100
-51% -$2.54M 0.51% 29
2023
Q4 		$4.04M Buy
+197,200
New +$3.57M 0.36% 51

Other funds holding BITO

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $288M AUM 38.96% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

Summit Securities Group's BITO Position: Q1 2026 in Review

Summit Securities Group reduced its ProShares Bitcoin Strategy ETF (BITO) stake by 64% in Q1 2026, selling an estimated $325K and leaving 17,400 shares worth $162K. The position accounts for 0.02% of the portfolio, ranked #242.

Summit Securities Group first reported a position in BITO in Q1 2023 and has held it in 12 quarters since. The position peaked at $20.2M in Q1 2024. 205 funds tracked by Wall St. Rank hold BITO as of Q1 2026.

  • Summit Securities Group held 17,400 shares of ProShares Bitcoin Strategy ETF worth $162K as of Q1 2026.
  • Summit Securities Group sold 30,800 ProShares Bitcoin Strategy ETF shares in Q1 2026, an estimated $325K.
  • ProShares Bitcoin Strategy ETF made up 0.02% of Summit Securities Group's portfolio in Q1 2026, its #242 holding.
  • Summit Securities Group first reported a position in ProShares Bitcoin Strategy ETF in Q1 2023 and has held it in 12 quarters since.
  • Summit Securities Group's ProShares Bitcoin Strategy ETF position peaked at $20.2M in Q1 2024.
  • 205 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.