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
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

BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 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
CA
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Upper Left Wealth Management's BITB Position: Q2 2026 in Review

Upper Left Wealth Management reduced its Bitwise Bitcoin ETF (BITB) stake by 37% in Q2 2026, selling an estimated $221K and leaving 9,819 shares worth $313K. The position accounts for 0.17% of the portfolio, ranked #62.

Upper Left Wealth Management first reported a position in BITB in Q4 2025 and has held it in 3 quarters since. The position peaked at $570K in Q1 2026. 40 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

  • Upper Left Wealth Management held 9,819 shares of Bitwise Bitcoin ETF worth $313K as of Q2 2026.
  • Upper Left Wealth Management sold 5,670 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $221K.
  • Bitwise Bitcoin ETF made up 0.17% of Upper Left Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Upper Left Wealth Management first reported a position in Bitwise Bitcoin ETF in Q4 2025 and has held it in 3 quarters since.
  • Upper Left Wealth Management's Bitwise Bitcoin ETF position peaked at $570K in Q1 2026.
  • 40 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.