WR Wealth Planners’s ProShares Bitcoin Strategy ETF BITO Stock Holding History

WR Wealth Planners’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 Q4	$8.75K	Hold	384	–	–	﹤0.01%	613
2024 Q3	$7.37K	Hold	384	–	–	﹤0.01%	678
2024 Q2	$8.64K	Hold	384	–	–	﹤0.01%	623
2024 Q1	$12.4K	Buy	+384	New	+$9.66K	﹤0.01%	556
2023 Q4	–	Sell	-384	Closed	-$5.3K	–	247
2023 Q3	$5.3K	Hold	384	–	–	﹤0.01%	671
2023 Q2	$6.52K	Hold	384	–	–	﹤0.01%	641
2023 Q1	$6.73K	Sell	384 -22	-5%	-$316	﹤0.01%	640
2022 Q4	$4.24K	Sell	406 -57	-12%	-$636	﹤0.01%	345
2022 Q3	$5.55K	Hold	463	–	–	﹤0.01%	305
2022 Q2	$5.38K	Hold	463	–	–	﹤0.01%	335
2022 Q1	$13.2K	Buy	+463	New	+$12.1K	0.01%	272

Other funds holding BITO

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

LIS

Legacy Investment Solutions Meridian, Idaho $192M AUM

LWMI

Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

SSG

Summit Securities Group New York $810M AUM 27.35% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

WR Wealth Planners's BITO Position: Q4 2024 in Review

WR Wealth Planners held its ProShares Bitcoin Strategy ETF (BITO) position steady in Q4 2024 at 384 shares worth $8.75K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

WR Wealth Planners first reported a position in BITO in Q1 2022 and has held it in 11 quarters since. The position peaked at $13.2K in Q1 2022. 197 funds tracked by Wall St. Rank hold BITO as of Q4 2024.

WR Wealth Planners held 384 shares of ProShares Bitcoin Strategy ETF worth $8.75K as of Q4 2024.
WR Wealth Planners left its ProShares Bitcoin Strategy ETF share count unchanged in Q4 2024.
ProShares Bitcoin Strategy ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #613 holding.
WR Wealth Planners first reported a position in ProShares Bitcoin Strategy ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's ProShares Bitcoin Strategy ETF position peaked at $13.2K in Q1 2022.
197 funds tracked by Wall St. Rank held ProShares Bitcoin Strategy ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.