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Ulland Investment Advisors’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Ulland Investment Advisors’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
2023
Q4 		– Sell
-500
Closed -$7K – 204
2023
Q3 		$7K Hold
500
– – 0.01% 176
2023
Q2 		$8K Hold
500
– – 0.01% 172
2023
Q1 		$9K Hold
500
– – 0.01% 158
2022
Q4 		$5K Hold
500
– – 0.01% 180
2022
Q3 		$6K Hold
500
– – 0.01% 178
2022
Q2 		$6K Hold
500
– – 0.01% 203
2022
Q1 		$14K Hold
500
– – 0.01% 171
2021
Q4 		$14K Buy
+500
New +$18K 0.01% 162

Other funds holding BITO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

Ulland Investment Advisors's BITO Position: Q4 2023 in Review

Ulland Investment Advisors sold out of ProShares Bitcoin Strategy ETF (BITO) in Q4 2023, closing a stake of 500 shares — an estimated $7K sold.

Ulland Investment Advisors first reported a position in BITO in Q4 2021 and held it in 8 quarters. The position peaked at $14K in Q1 2022. 189 funds tracked by Wall St. Rank hold BITO as of Q4 2023.

  • Ulland Investment Advisors reported no remaining ProShares Bitcoin Strategy ETF position as of Q4 2023 after selling out during the quarter.
  • Ulland Investment Advisors sold 500 ProShares Bitcoin Strategy ETF shares in Q4 2023, an estimated $7K.
  • Ulland Investment Advisors first reported a position in ProShares Bitcoin Strategy ETF in Q4 2021 and held it in 8 quarters.
  • Ulland Investment Advisors's ProShares Bitcoin Strategy ETF position peaked at $14K in Q1 2022.
  • 189 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q4 2023.

Based on Ulland Investment Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.