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Wealthspire Advisors (New York)’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Wealthspire Advisors (New York)’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
2026
Q1 		$280K Buy
+30,044
New +$317K ﹤0.01% 748
2025
Q4 		– Sell
-10,020
Closed -$197K – 1251
2025
Q3 		$197K Buy
+10,020
New +$209K ﹤0.01% 797

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AA
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

Wealthspire Advisors (New York)'s BITO Position: Q1 2026 in Review

Wealthspire Advisors (New York) opened a new position in ProShares Bitcoin Strategy ETF (BITO) in Q1 2026: 30,044 shares worth $280K. The stake represents ﹤0.01% of the portfolio and ranks #748 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in BITO as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in BITO in Q3 2025 and has held it in 2 quarters since. 207 funds tracked by Wall St. Rank hold BITO as of Q1 2026.

  • Wealthspire Advisors (New York) held 30,044 shares of ProShares Bitcoin Strategy ETF worth $280K as of Q1 2026.
  • ProShares Bitcoin Strategy ETF was a new Wealthspire Advisors (New York) position in Q1 2026.
  • ProShares Bitcoin Strategy ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #748 holding.
  • Wealthspire Advisors (New York) first reported a position in ProShares Bitcoin Strategy ETF in Q3 2025 and has held it in 2 quarters since.
  • 207 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.