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WealthPlan Investment Management’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

WealthPlan Investment Management’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
Q2 		– Sell
-138
Closed -$2.42K – 382
2023
Q1 		$2.42K Buy
+138
New +$1.98K ﹤0.01% 388

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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

WealthPlan Investment Management's BITO Position: Q2 2023 in Review

WealthPlan Investment Management sold out of ProShares Bitcoin Strategy ETF (BITO) in Q2 2023, closing a stake of 138 shares — an estimated $2.42K sold.

WealthPlan Investment Management first reported a position in BITO in Q1 2023 and held it in 1 quarter. The position peaked at $2.42K in Q1 2023. 161 funds tracked by Wall St. Rank hold BITO as of Q2 2023.

  • WealthPlan Investment Management reported no remaining ProShares Bitcoin Strategy ETF position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 138 ProShares Bitcoin Strategy ETF shares in Q2 2023, an estimated $2.42K.
  • WealthPlan Investment Management first reported a position in ProShares Bitcoin Strategy ETF in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's ProShares Bitcoin Strategy ETF position peaked at $2.42K in Q1 2023.
  • 161 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.