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 New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 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.