Cyndeo Wealth Partners, LLC BITO — PROSHARES TR

Ownership history in Cyndeo Wealth Partners, LLC  ·  5 quarters on record

AI Ownership Summary

Cyndeo Wealth Partners, LLC reported PROSHARES TR (BITO) in 5 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.07% in 2024 Q1. The latest visible filing shows BITO at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BITO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cyndeo Wealth Partners, LLC's position in PROSHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BITO was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BITO stock page Cyndeo Wealth Partners, LLC fund profile Cyndeo Wealth Partners, LLC full holdings
How Cyndeo Wealth Partners, LLC held BITO — position size vs. price
% of Fund (quarterly)    BITO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 14,626 -9,689 -39.8% 0.01% $136K 2026-04-13 $10.07
2024 Q3 ADDED — — — 24,315 +167 +0.7% 0.03% $467K 2024-10-18 $10.21
2024 Q2 REDUCED — — — 24,148 -120 -0.5% 0.04% $544K 2024-07-30 $9.92
2024 Q1 REDUCED 13.4% -12.8% ✅ 24,268 -3,764 -13.4% 0.07% $784K 2024-04-17 $9.39
2023 Q4 INITIATED — — — 28,032 — — 0.05% $574K 2024-01-12 $6.86

🏢 Other funds also holding BITO

As of 2026 Q1 — sorted by position size

Realta Investment Advisors 3Y 1.02% MFA WEALTH ADVISORS, LLC 3Y 7Y 0.58% Faithward Advisors, LLC 3Y 0.34% RAMSEY QUANTITATIVE SYSTEMS 3Y 7Y 0.31% Cannon Advisors, Inc. 0.16% Independent Wealth Network Inc. 3Y 0.14% KERR FINANCIAL PLANNING Corp 0.13% LGT Financial Advisors LLC 3Y 0.11% BLUEFIN CAPITAL MANAGEMENT, LLC 3Y 0.08% Interchange Capital Partners, LLC 3Y 0.08%

FAQ About Cyndeo Wealth Partners, LLC and BITO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cyndeo Wealth Partners, LLC reported owning BITO?

Cyndeo Wealth Partners, LLC reported BITO across 5 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BITO position in Cyndeo Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for BITO was 0.07% in 2024 Q1.

What is the latest reported BITO position on this page?

The most recent filing on this page is 2026 Q1, when Cyndeo Wealth Partners, LLC reported 14,626 shares, equal to 0.01% of portfolio, with an estimated market value of $136K.

What does the chart on this BITO ownership page compare?

The chart compares Cyndeo Wealth Partners, LLC's quarterly BITO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cyndeo Wealth Partners, LLC time their BITO position?

Based on 13F filing dates vs. subsequent BITO price moves, Cyndeo Wealth Partners, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on BITO relative to SPY over the holding period was +27.2%.

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