BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Bitwise Bitcoin Strategy Optimum Roll ETF BITC Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Portfolio BITC Stock Details BITC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1	Closed	-$26	–	2475
2025 Q4	$26	Sell	1 -1,425	-100%	-$58.2K	﹤0.01%	2653
2025 Q3	$64.6K	Hold	1,426	–	–	0.01%	853
2025 Q2	$64.7K	Hold	1,426	–	–	0.01%	831
2025 Q1	$59.2K	Hold	1,426	–	–	0.01%	882
2024 Q4	$67.5K	Buy	+1,426	New	+$84.7K	0.01%	771

Other funds holding BITC

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Flow Traders U.S. New York $4.12B AUM 34.04% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Ankerstar Wealth Leander, Texas $129M AUM 9.28% 1-Year Est. Return

Destiny Wealth Partners Tavares, Florida $978M AUM 13.01% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s BITC Position: Q1 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of Bitwise Bitcoin Strategy Optimum Roll ETF (BITC) in Q1 2026, closing a stake of 1 share — an estimated $26 sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in BITC in Q4 2024 and held it in 5 quarters. The position peaked at $67.5K in Q4 2024. 14 funds tracked by Wall St. Rank hold BITC as of Q1 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining Bitwise Bitcoin Strategy Optimum Roll ETF position as of Q1 2026 after selling out during the quarter.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 1 Bitwise Bitcoin Strategy Optimum Roll ETF share in Q1 2026, an estimated $26.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Bitwise Bitcoin Strategy Optimum Roll ETF in Q4 2024 and held it in 5 quarters.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Bitwise Bitcoin Strategy Optimum Roll ETF position peaked at $67.5K in Q4 2024.
14 funds tracked by Wall St. Rank held Bitwise Bitcoin Strategy Optimum Roll ETF as of Q1 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q1 2026, filed 30 Oct 2026.