Upper Left Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Upper Left Wealth Management’s Portfolio FBTC Stock Details FBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$939K	Sell	12,924 -850	-6%	-$52.7K	0.49%	39
2026 Q2	$703K	Buy	13,774 +693	+5%	+$43.3K	0.39%	48
2026 Q1	$772K	Buy	13,081 +3,414	+35%	+$227K	0.46%	40
2025 Q4	$737K	Buy	9,667 +992	+11%	+$86.6K	0.45%	42
2025 Q3	$866K	Sell	8,675 -30	-0.3%	-$3K	0.54%	38
2025 Q2	$818K	Sell	8,705 -670	-7%	-$57.7K	0.55%	39
2025 Q1	$675K	Buy	9,375 +2,993	+47%	+$243K	0.48%	42
2024 Q4	$521K	Sell	6,382 -1,220	-16%	-$88.5K	0.45%	45
2024 Q3	$389K	Buy	+7,602	New	+$405K	0.34%	49

Other funds holding FBTC

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VIPI

Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return

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

Upper Left Wealth Management reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 6.2% in Q3 2026, selling an estimated $52.7K and leaving 12,924 shares worth $939K. The position accounts for 0.49% of the portfolio, ranked #39.

Upper Left Wealth Management first reported a position in FBTC in Q3 2024 and has held it in 9 quarters since. 106 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

Upper Left Wealth Management held 12,924 shares of Fidelity Wise Origin Bitcoin Fund worth $939K as of Q3 2026.
Upper Left Wealth Management sold 850 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $52.7K.
Fidelity Wise Origin Bitcoin Fund made up 0.49% of Upper Left Wealth Management's portfolio in Q3 2026, its #39 holding.
Upper Left Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and has held it in 9 quarters since.
106 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

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