Planning Strategies Inc.’s ProShares Ultra Bitcoin ETF BITU Stock Holding History

Planning Strategies Inc.’s Portfolio BITU Stock Details BITU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.75K	Buy	+831	New	+$10.6K	﹤0.01%	384

Other funds holding BITU

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Wealthedge Investment Advisors New York $294M AUM 20.18% 1-Year Est. Return

USCF Advisers Walnut Creek, California $99.9K AUM 52.97% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Lazari Capital Management Woodland Hills, California $325M AUM 32.83% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Hoey Investments Coatesville, Pennsylvania $774M AUM 27.34% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Lodestone Wealth Management Spokane, Washington $283M AUM 33.76% 1-Year Est. Return

Planning Strategies Inc.'s BITU Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in ProShares Ultra Bitcoin ETF (BITU) in Q2 2026: 831 shares worth $6.75K. The stake represents ﹤0.01% of the portfolio and ranks #384 among its holdings.

12 funds tracked by Wall St. Rank hold BITU as of Q2 2026.

Planning Strategies Inc. held 831 shares of ProShares Ultra Bitcoin ETF worth $6.75K as of Q2 2026.
ProShares Ultra Bitcoin ETF was a new Planning Strategies Inc. position in Q2 2026.
ProShares Ultra Bitcoin ETF made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #384 holding.
12 funds tracked by Wall St. Rank held ProShares Ultra Bitcoin ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.