Triumph Capital Management’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Triumph Capital 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
2026 Q2	$59.4K	Sell	7,447 -268	-3%	-$2.63K	0.01%	632
2026 Q1	$71.8K	Sell	7,715 -1,282	-14%	-$13.5K	0.01%	538
2025 Q4	$109K	Sell	8,997 -31,064	-78%	-$487K	0.02%	424
2025 Q3	$788K	Buy	40,061 +4,234	+12%	+$88.3K	0.21%	108
2025 Q2	$771K	Buy	35,827 +604	+2%	+$12.5K	0.23%	102
2025 Q1	$645K	Buy	35,223 +5,756	+20%	+$125K	0.21%	121
2024 Q4	$671K	Sell	29,467 -5,778	-16%	-$128K	0.23%	110
2024 Q3	$676K	Buy	35,245 +8,891	+34%	+$177K	0.24%	102
2024 Q2	$593K	Buy	+26,354	New	+$705K	0.23%	103

Other funds holding BITO

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

CAM

CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return

KPP

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

KFP

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

Triumph Capital Management's BITO Position: Q2 2026 in Review

Triumph Capital Management reduced its ProShares Bitcoin Strategy ETF (BITO) stake by 3.5% in Q2 2026, selling an estimated $2.63K and leaving 7,447 shares worth $59.4K. The position accounts for 0.01% of the portfolio, ranked #632.

Triumph Capital Management first reported a position in BITO in Q2 2024 and has held it in 9 quarters since. The position peaked at $788K in Q3 2025. 34 funds tracked by Wall St. Rank hold BITO as of Q2 2026.

Triumph Capital Management held 7,447 shares of ProShares Bitcoin Strategy ETF worth $59.4K as of Q2 2026.
Triumph Capital Management sold 268 ProShares Bitcoin Strategy ETF shares in Q2 2026, an estimated $2.63K.
ProShares Bitcoin Strategy ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #632 holding.
Triumph Capital Management first reported a position in ProShares Bitcoin Strategy ETF in Q2 2024 and has held it in 9 quarters since.
Triumph Capital Management's ProShares Bitcoin Strategy ETF position peaked at $788K in Q3 2025.
34 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.