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Welch & Forbes’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

Welch & Forbes’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
2024
Q2 		– Sell
-7,790
Closed -$252K – 367
2024
Q1 		$252K Buy
+7,790
New +$196K ﹤0.01% 358

Other funds holding BITO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RCMF
RK Capital Management (Florida) Weston, Florida $2.6B AUM 83.27% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
UCMOK
United Capital Management of KS Salina, Kansas $660M AUM 50.85% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Welch & Forbes's BITO Position: Q2 2024 in Review

Welch & Forbes sold out of ProShares Bitcoin Strategy ETF (BITO) in Q2 2024, closing a stake of 7,790 shares — an estimated $252K sold.

Welch & Forbes first reported a position in BITO in Q1 2024 and held it in 1 quarter. The position peaked at $252K in Q1 2024. 185 funds tracked by Wall St. Rank hold BITO as of Q2 2024.

  • Welch & Forbes reported no remaining ProShares Bitcoin Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Welch & Forbes sold 7,790 ProShares Bitcoin Strategy ETF shares in Q2 2024, an estimated $252K.
  • Welch & Forbes first reported a position in ProShares Bitcoin Strategy ETF in Q1 2024 and held it in 1 quarter.
  • Welch & Forbes's ProShares Bitcoin Strategy ETF position peaked at $252K in Q1 2024.
  • 185 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q2 2024.

Based on Welch & Forbes's 13F filing for Q2 2024, filed 2 Aug 2024.