TRUE Private Wealth Advisors’s Bitwise Bitcoin ETF BITB Stock Holding History

TRUE Private Wealth Advisors’s Portfolio BITB Stock Details BITB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$705K	Sell	22,140 -90	-0.4%	-$3.51K	0.06%	152
2026 Q1	$818K	Buy	22,230 +932	+4%	+$38.7K	0.08%	132
2025 Q4	$1.01M	Buy	21,298 +136	+0.6%	+$7.4K	0.1%	115
2025 Q3	$1.32M	Sell	21,162 -94	-0.4%	-$5.86K	0.13%	101
2025 Q2	$1.25M	Buy	21,256 +2,427	+13%	+$130K	0.14%	100
2025 Q1	$845K	Buy	18,829 +33	+0.2%	+$1.67K	0.1%	103
2024 Q4	$956K	Buy	18,796 +1,354	+8%	+$61.2K	0.12%	98
2024 Q3	$603K	Buy	17,442 +1,471	+9%	+$48.9K	0.07%	113
2024 Q2	$522K	Buy	+15,971	New	+$571K	0.06%	154

Other funds holding BITB

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

RWM

Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

TRUE Private Wealth Advisors's BITB Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its Bitwise Bitcoin ETF (BITB) stake by 0.4% in Q2 2026, selling an estimated $3.51K and leaving 22,140 shares worth $705K. The position accounts for 0.06% of the portfolio, ranked #152.

TRUE Private Wealth Advisors first reported a position in BITB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.32M in Q3 2025. 97 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

TRUE Private Wealth Advisors held 22,140 shares of Bitwise Bitcoin ETF worth $705K as of Q2 2026.
TRUE Private Wealth Advisors sold 90 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $3.51K.
Bitwise Bitcoin ETF made up 0.06% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #152 holding.
TRUE Private Wealth Advisors first reported a position in Bitwise Bitcoin ETF in Q2 2024 and has held it in 9 quarters since.
TRUE Private Wealth Advisors's Bitwise Bitcoin ETF position peaked at $1.32M in Q3 2025.
97 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.