Wealth Enhancement Advisory Services’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Wealth Enhancement Advisory Services’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 Q2	$4.16M	Sell	74,804 -6,282	-8%	-$393K	0.01%	1132
2026 Q1	$4.73M	Sell	81,086 -59,795	-42%	-$3.98M	0.01%	924
2025 Q4	$11.3M	Sell	140,881 -2,017	-1%	-$176K	0.02%	653
2025 Q3	$15.2M	Buy	142,898 +37,426	+35%	+$3.74M	0.02%	521
2025 Q2	$10.1M	Buy	105,472 +200	+0.2%	+$17.2K	0.02%	627
2025 Q1	$7.58M	Buy	105,272 +16,092	+18%	+$1.31M	0.01%	684
2024 Q4	$7.28M	Buy	89,180 +24,424	+38%	+$1.77M	0.01%	669
2024 Q3	$3.6M	Buy	64,756 +1,403	+2%	+$74.8K	0.01%	832
2024 Q2	$3.32M	Buy	63,353 +32,826	+108%	+$1.88M	0.01%	814
2024 Q1	$1.89M	Buy	+30,527	New	+$1.46M	﹤0.01%	965

Other funds holding FBTC

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

AIS

AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services's FBTC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 7.7% in Q2 2026, selling an estimated $393K and leaving 74,804 shares worth $4.16M. The position accounts for 0.01% of the portfolio, ranked #1132.

Wealth Enhancement Advisory Services first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $15.2M in Q3 2025. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Wealth Enhancement Advisory Services held 74,804 shares of Fidelity Wise Origin Bitcoin Fund worth $4.16M as of Q2 2026.
Wealth Enhancement Advisory Services sold 6,282 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $393K.
Fidelity Wise Origin Bitcoin Fund made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1132 holding.
Wealth Enhancement Advisory Services first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
Wealth Enhancement Advisory Services's Fidelity Wise Origin Bitcoin Fund position peaked at $15.2M in Q3 2025.
88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.