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WealthPLAN Partners’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

WealthPLAN Partners’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
-81
Closed -$1.38K – 393
2023
Q2 		$1.38K Hold
81
– – ﹤0.01% 1114
2023
Q1 		$1.42K Buy
+81
New +$1.16K ﹤0.01% 1169

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
AA
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
FA
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
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return

WealthPLAN Partners's BITO Position: Q3 2023 in Review

WealthPLAN Partners sold out of ProShares Bitcoin Strategy ETF (BITO) in Q3 2023, closing a stake of 81 shares — an estimated $1.38K sold.

WealthPLAN Partners first reported a position in BITO in Q1 2023 and held it in 2 quarters. The position peaked at $1.42K in Q1 2023. 153 funds tracked by Wall St. Rank hold BITO as of Q3 2023.

  • WealthPLAN Partners reported no remaining ProShares Bitcoin Strategy ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 81 ProShares Bitcoin Strategy ETF shares in Q3 2023, an estimated $1.38K.
  • WealthPLAN Partners first reported a position in ProShares Bitcoin Strategy ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's ProShares Bitcoin Strategy ETF position peaked at $1.42K in Q1 2023.
  • 153 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.