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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 $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
IPW
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. 153 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.
  • 153 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.