ULWM
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Upper Left Wealth Management’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Upper Left Wealth Management’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
2024
Q4 		– Sell
-2,988
Closed -$56.8K – 59
2024
Q3 		$56.8K Sell
2,988
-524
-15% -$10.4K 0.05% 59
2024
Q2 		$79.1K Buy
+3,512
New +$93.9K 0.07% 61
2023
Q4 		– Sell
-10,150
Closed -$140K – 62
2023
Q3 		$140K Sell
10,150
-1,745
-15% -$25.6K 0.15% 60
2023
Q2 		$202K Buy
+11,895
New +$193K 0.22% 56

Other funds holding BITO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
SSG
Summit Securities Group New York $810M AUM 27.35% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Upper Left Wealth Management's BITO Position: Q4 2024 in Review

Upper Left Wealth Management sold out of ProShares Bitcoin Strategy ETF (BITO) in Q4 2024, closing a stake of 2,988 shares — an estimated $56.8K sold.

Upper Left Wealth Management first reported a position in BITO in Q2 2023 and held it in 4 quarters. The position peaked at $202K in Q2 2023. 197 funds tracked by Wall St. Rank hold BITO as of Q4 2024.

  • Upper Left Wealth Management reported no remaining ProShares Bitcoin Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Upper Left Wealth Management sold 2,988 ProShares Bitcoin Strategy ETF shares in Q4 2024, an estimated $56.8K.
  • Upper Left Wealth Management first reported a position in ProShares Bitcoin Strategy ETF in Q2 2023 and held it in 4 quarters.
  • Upper Left Wealth Management's ProShares Bitcoin Strategy ETF position peaked at $202K in Q2 2023.
  • 197 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q4 2024.

Based on Upper Left Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.