Wealth Management Solutions
BITO icon

Wealth Management Solutions’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Wealth Management Solutions’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
2023
Q3 		– Sell
-30,945
Closed -$525K – 84
2023
Q2 		$525K Sell
30,945
-1,705
-5% -$27.6K 0.34% 34
2023
Q1 		$572K Buy
+32,650
New +$469K 0.33% 32

Other funds holding BITO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Faithward Advisors
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
MFA Wealth Advisors
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Impact Partnership Wealth
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return

Wealth Management Solutions's BITO Position: Q3 2023 in Review

Wealth Management Solutions sold out of ProShares Bitcoin Strategy ETF (BITO) in Q3 2023, closing a stake of 30,945 shares — an estimated $525K sold.

Wealth Management Solutions first reported a position in BITO in Q1 2023 and held it in 2 quarters. The position peaked at $572K in Q1 2023. 154 funds tracked by Wall St. Rank hold BITO as of Q3 2023.

  • Wealth Management Solutions reported no remaining ProShares Bitcoin Strategy ETF position as of Q3 2023 after selling out during the quarter.
  • Wealth Management Solutions sold 30,945 ProShares Bitcoin Strategy ETF shares in Q3 2023, an estimated $525K.
  • Wealth Management Solutions first reported a position in ProShares Bitcoin Strategy ETF in Q1 2023 and held it in 2 quarters.
  • Wealth Management Solutions's ProShares Bitcoin Strategy ETF position peaked at $572K in Q1 2023.
  • 154 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.