ULWM
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Upper Left Wealth Management’s Bitwise Bitcoin ETF BITB Stock Holding History

Upper Left Wealth Management’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
Q3 		$359K Sell
7,922
-1,897
-19% -$73.3K 0.19% 56
2026
Q2 		$313K Sell
9,819
-5,670
-37% -$221K 0.17% 62
2026
Q1 		$570K Buy
15,489
+9,862
+175% +$409K 0.34% 50
2025
Q4 		$268K Buy
+5,627
New +$306K 0.16% 62

Other funds holding BITB

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $179M AUM 8.36% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return
IAG
Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

Upper Left Wealth Management's BITB Position: Q3 2026 in Review

Upper Left Wealth Management reduced its Bitwise Bitcoin ETF (BITB) stake by 19% in Q3 2026, selling an estimated $73.3K and leaving 7,922 shares worth $359K. The position accounts for 0.19% of the portfolio, ranked #56.

Upper Left Wealth Management first reported a position in BITB in Q4 2025 and has held it in 4 quarters since. The position peaked at $570K in Q1 2026. 56 funds tracked by Wall St. Rank hold BITB as of Q3 2026.

  • Upper Left Wealth Management held 7,922 shares of Bitwise Bitcoin ETF worth $359K as of Q3 2026.
  • Upper Left Wealth Management sold 1,897 Bitwise Bitcoin ETF shares in Q3 2026, an estimated $73.3K.
  • Bitwise Bitcoin ETF made up 0.19% of Upper Left Wealth Management's portfolio in Q3 2026, its #56 holding.
  • Upper Left Wealth Management first reported a position in Bitwise Bitcoin ETF in Q4 2025 and has held it in 4 quarters since.
  • Upper Left Wealth Management's Bitwise Bitcoin ETF position peaked at $570K in Q1 2026.
  • 56 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.