Summit Wealth Partners’s Bitwise Bitcoin and Ether Equal Weight Strategy ETF BTOP Stock Holding History

Summit Wealth Partners’s Portfolio BTOP Stock Details BTOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,164	Closed	-$256K	–	206
2024 Q3	$256K	Sell	6,164 -4,111	-40%	-$175K	0.05%	207
2024 Q2	$476K	Buy	10,275 +188	+2%	+$9.15K	0.1%	136
2024 Q1	$534K	Buy	+10,087	New	+$428K	0.11%	126

Other funds holding BTOP

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Summit Wealth Partners's BTOP Position: Q4 2024 in Review

Summit Wealth Partners sold out of Bitwise Bitcoin and Ether Equal Weight Strategy ETF (BTOP) in Q4 2024, closing a stake of 6,164 shares — an estimated $256K sold.

Summit Wealth Partners first reported a position in BTOP in Q1 2024 and held it in 3 quarters. The position peaked at $534K in Q1 2024. 4 funds tracked by Wall St. Rank hold BTOP as of Q4 2024.

Summit Wealth Partners reported no remaining Bitwise Bitcoin and Ether Equal Weight Strategy ETF position as of Q4 2024 after selling out during the quarter.
Summit Wealth Partners sold 6,164 Bitwise Bitcoin and Ether Equal Weight Strategy ETF shares in Q4 2024, an estimated $256K.
Summit Wealth Partners first reported a position in Bitwise Bitcoin and Ether Equal Weight Strategy ETF in Q1 2024 and held it in 3 quarters.
Summit Wealth Partners's Bitwise Bitcoin and Ether Equal Weight Strategy ETF position peaked at $534K in Q1 2024.
4 funds tracked by Wall St. Rank held Bitwise Bitcoin and Ether Equal Weight Strategy ETF as of Q4 2024.

Based on Summit Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.