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Thrive Wealth Management’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Thrive Wealth Management’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
-12,615
Closed -$242K – 199
2024
Q3 		$242K Buy
12,615
+2,325
+23% +$46.4K 0.04% 189
2024
Q2 		$232K Buy
10,290
+1,464
+17% +$39.2K 0.05% 190
2024
Q1 		$285K Buy
+8,826
New +$222K 0.06% 164

Other funds holding BITO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
SSG
Summit Securities Group New York $810M AUM 27.35% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Thrive Wealth Management's BITO Position: Q4 2024 in Review

Thrive Wealth Management sold out of ProShares Bitcoin Strategy ETF (BITO) in Q4 2024, closing a stake of 12,615 shares — an estimated $242K sold.

Thrive Wealth Management first reported a position in BITO in Q1 2024 and held it in 3 quarters. The position peaked at $285K in Q1 2024. 197 funds tracked by Wall St. Rank hold BITO as of Q4 2024.

  • Thrive Wealth Management reported no remaining ProShares Bitcoin Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Thrive Wealth Management sold 12,615 ProShares Bitcoin Strategy ETF shares in Q4 2024, an estimated $242K.
  • Thrive Wealth Management first reported a position in ProShares Bitcoin Strategy ETF in Q1 2024 and held it in 3 quarters.
  • Thrive Wealth Management's ProShares Bitcoin Strategy ETF position peaked at $285K in Q1 2024.
  • 197 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q4 2024.

Based on Thrive Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.