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Valeo Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Valeo Financial Advisors’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.3K Sell
400
-300
-43% -$12.2K ﹤0.01% 831
2026
Q1 		$26.9K Buy
700
+300
+75% +$13K ﹤0.01% 735
2025
Q4 		$19.9K Sell
400
-200
-33% -$11.4K ﹤0.01% 825
2025
Q3 		$39K Buy
+600
New +$39K ﹤0.01% 809

Other funds holding IBIT

AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FG
Franchise GP Grand Cayman $215M AUM

Valeo Financial Advisors's IBIT Position: Q2 2026 in Review

Valeo Financial Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 3.6% in Q2 2026, selling an estimated $127K and leaving 83,505 shares worth $2.78M. The position accounts for 0.06% of the portfolio, ranked #137.

Valeo Financial Advisors first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.09M in Q4 2025. 399 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Valeo Financial Advisors held 83,505 shares of iShares Bitcoin Trust worth $2.78M as of Q2 2026.
  • Valeo Financial Advisors sold 3,125 iShares Bitcoin Trust shares in Q2 2026, an estimated $127K.
  • iShares Bitcoin Trust made up 0.06% of Valeo Financial Advisors's portfolio in Q2 2026, its #137 holding.
  • Valeo Financial Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Valeo Financial Advisors's iShares Bitcoin Trust position peaked at $4.09M in Q4 2025.
  • 399 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.