Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Bitwise Bitcoin ETF BITB Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.06M Sell
88,276
-24,501
-22% -$955K 0.01% 1304
2026
Q1 		$4.1M Sell
112,777
-45,163
-29% -$1.87M 0.01% 989
2025
Q4 		$7.94M Buy
157,940
+50,157
+47% +$2.73M 0.01% 795
2025
Q3 		$7.13M Buy
107,783
+620
+0.6% +$38.6K 0.01% 795
2025
Q2 		$6.37M Buy
107,163
+3,416
+3% +$183K 0.01% 801
2025
Q1 		$4.66M Sell
103,747
-8,441
-8% -$428K 0.01% 862
2024
Q4 		$5.7M Buy
112,188
+84,746
+309% +$3.83M 0.01% 753
2024
Q3 		$949K Sell
27,442
-954
-3% -$31.7K ﹤0.01% 1435
2024
Q2 		$928K Buy
28,396
+100
+0.4% +$3.57K ﹤0.01% 1315
2024
Q1 		$1.1M Buy
+28,296
New +$844K ﹤0.01% 1202

Other funds holding BITB

BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 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 $6.39B AUM 19.93% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 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 $490M AUM 19.33% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $998M AUM 24.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return