Wealthcare Advisory Partners’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Wealthcare Advisory Partners’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	$1.69M	Sell	33,084 -291	-0.9%	-$18.2K	0.03%	390
2026 Q1	$1.97M	Buy	33,375 +4,055	+14%	+$270K	0.04%	371
2025 Q4	$2.24M	Buy	29,320 +754	+3%	+$65.8K	0.04%	336
2025 Q3	$2.85M	Buy	28,566 +4,198	+17%	+$419K	0.06%	266
2025 Q2	$2.29M	Sell	24,368 -1,056	-4%	-$90.9K	0.05%	298
2025 Q1	$1.83M	Buy	25,424 +21,105	+489%	+$1.72M	0.05%	299
2024 Q4	$352K	Buy	4,319 +434	+11%	+$31.5K	0.01%	660
2024 Q3	$216K	Buy	+3,885	New	+$207K	0.01%	808

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Wealthcare Advisory Partners's FBTC Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 0.87% in Q2 2026, selling an estimated $18.2K and leaving 33,084 shares worth $1.69M. The position accounts for 0.03% of the portfolio, ranked #390.

Wealthcare Advisory Partners first reported a position in FBTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.85M in Q3 2025. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Wealthcare Advisory Partners held 33,084 shares of Fidelity Wise Origin Bitcoin Fund worth $1.69M as of Q2 2026.
Wealthcare Advisory Partners sold 291 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $18.2K.
Fidelity Wise Origin Bitcoin Fund made up 0.03% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #390 holding.
Wealthcare Advisory Partners first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and has held it in 8 quarters since.
Wealthcare Advisory Partners's Fidelity Wise Origin Bitcoin Fund position peaked at $2.85M in Q3 2025.
88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.