BITU β€” PROSHARES ULTRA BITCOIN ETF

Ownership history in EverSource Wealth Advisors, LLC  Β·  5 quarters on record

AI Ownership Summary

EverSource Wealth Advisors, LLC reported PROSHARES ULTRA BITCOIN ETF (BITU) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.06% in 2025 Q2. The latest visible filing shows BITU at 0.04% 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 BITU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EverSource Wealth Advisors, LLC's position in PROSHARES ULTRA BITCOIN ETF, 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
2025 Q4

BITU was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q2

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

Time in book
Holding Window
2024 Q4 to 2025 Q4

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.

How EverSource Wealth Advisors, LLC held BITU β€” position size vs. price
% of Fund (quarterly)    BITU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 49,687 +24,680 +98.7% 0.04% $1.1M 2026-02-14 (Est.) $12.51
2025 Q3 UNCHANGED 25,007 β€” 0% 0.05% $1.3M 2025-11-10 $34.00
2025 Q2 ADDED 25,007 +5,692 +29.5% 0.06% $1.3M 2025-08-13 $49.11
2025 Q1 ADDED 19,315 +12,514 +184.0% 0.04% $643K 2025-05-13 $37.95
2024 Q4 INITIATED 6,801 β€” β€” 0.02% $336K 2025-02-10 $36.66

FAQ About EverSource Wealth Advisors, LLC and BITU

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

How long has EverSource Wealth Advisors, LLC reported owning BITU?

EverSource Wealth Advisors, LLC reported BITU across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported BITU position in EverSource Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for BITU was 0.06% in 2025 Q2.

What is the latest reported BITU position on this page?

The most recent filing on this page is 2025 Q4, when EverSource Wealth Advisors, LLC reported 49,687 shares, equal to 0.04% of portfolio, with an estimated market value of $1.1M.

What does the chart on this BITU ownership page compare?

The chart compares EverSource Wealth Advisors, LLC's quarterly BITU 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.

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