U.S. Capital Wealth Advisors’s Bitwise Bitcoin ETF BITB Stock Holding History

U.S. Capital 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 Q1	$875K	Sell	23,765 -400	-2%	-$16.6K	0.02%	546
2025 Q4	$1.15M	Buy	24,165 +1,635	+7%	+$89K	0.03%	456
2025 Q3	$1.4M	Buy	22,530 +1,400	+7%	+$87.2K	0.04%	404
2025 Q2	$1.24M	Buy	21,130 +770	+4%	+$41.3K	0.04%	383
2025 Q1	$914K	Buy	20,360 +5,950	+41%	+$302K	0.03%	445
2024 Q4	$733K	Buy	14,410 +5,780	+67%	+$261K	0.02%	478
2024 Q3	$299K	Buy	+8,630	New	+$287K	0.01%	588

Other funds holding BITB

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

BHWM

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CPRC

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

U.S. Capital Wealth Advisors's BITB Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Bitwise Bitcoin ETF (BITB) stake by 1.7% in Q1 2026, selling an estimated $16.6K and leaving 23,765 shares worth $875K. The position accounts for 0.02% of the portfolio, ranked #546.

U.S. Capital Wealth Advisors first reported a position in BITB in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.4M in Q3 2025. 299 funds tracked by Wall St. Rank hold BITB as of Q1 2026.

U.S. Capital Wealth Advisors held 23,765 shares of Bitwise Bitcoin ETF worth $875K as of Q1 2026.
U.S. Capital Wealth Advisors sold 400 Bitwise Bitcoin ETF shares in Q1 2026, an estimated $16.6K.
Bitwise Bitcoin ETF made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #546 holding.
U.S. Capital Wealth Advisors first reported a position in Bitwise Bitcoin ETF in Q3 2024 and has held it in 7 quarters since.
U.S. Capital Wealth Advisors's Bitwise Bitcoin ETF position peaked at $1.4M in Q3 2025.
299 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.