MEANS INVESTMENT CO., INC. BITO — PROSHARES TR

Ownership history in MEANS INVESTMENT CO., INC.  ·  13 quarters on record

AI Ownership Summary

MEANS INVESTMENT CO., INC. reported PROSHARES TR (BITO) in 13 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.04% in 2024 Q4. The latest visible filing shows BITO at 0.02% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BITO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MEANS INVESTMENT CO., INC.'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 Q3

BITO was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q4

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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 MEANS INVESTMENT CO., INC. fund profile MEANS INVESTMENT CO., INC. full holdings
How MEANS INVESTMENT CO., INC. 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 27,816 -3,094 -10.0% 0.02% $312K 2026-11-03 $10.37
2026 Q2 REDUCED — — — 30,910 -722 -2.3% 0.02% $247K 2026-08-14 $8.47
2026 Q1 REDUCED 13.8% -11.7% ✅ 31,632 -5,052 -13.8% 0.03% $294K 2026-04-24 $10.55
2025 Q4 ADDED — — — 36,684 +11,461 +45.4% 0.04% $446K 2026-01-26 $11.98
2025 Q3 ADDED — — — 25,223 +5,497 +27.9% 0.04% $496K 2025-11-06 $13.91
2025 Q2 ADDED — — — 19,726 +2,557 +14.9% 0.04% $424K 2025-07-25 $16.38
2025 Q1 REDUCED 7.1% +28.9% ❌ 17,169 -1,311 -7.1% 0.03% $315K 2025-04-21 $12.44
2024 Q4 ADDED — — — 18,480 +2,027 +12.3% 0.04% $421K 2025-01-24 $15.09
2024 Q3 ADDED — — — 16,453 +5,468 +49.8% 0.04% $316K 2024-10-18 $10.11
2024 Q2 ADDED — — — 10,985 +4,346 +65.5% 0.03% $247K 2024-07-19 $10.08
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BITO

As of 2026 Q3 — sorted by position size

MFA WEALTH ADVISORS, LLC 3Y 7Y 1.03% Realta Investment Advisors 3Y 7Y 1.0% THOR TRADING ADVISORS, LLC 0.62% LFG Wealth Partners, LLC 0.46% Independent Wealth Network Inc. 3Y 0.13% Appalachian Capital Management Ltd 0.13% StoneX Group Inc. 3Y 7Y 0.11% CPA Asset Management Group, LLC 3Y 0.07% Cypress Capital Management LLC (WY) 3Y 7Y 0.05% Paragon Private Wealth Management, LLC 3Y 0.04%

FAQ About MEANS INVESTMENT CO., INC. and BITO

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

How long has MEANS INVESTMENT CO., INC. reported owning BITO?

MEANS INVESTMENT CO., INC. reported BITO across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported BITO position in MEANS INVESTMENT CO., INC.'s portfolio?

The largest reported portfolio weight for BITO was 0.04% in 2024 Q4.

What is the latest reported BITO position on this page?

The most recent filing on this page is 2026 Q3, when MEANS INVESTMENT CO., INC. reported 27,816 shares, equal to 0.02% of portfolio, with an estimated market value of $312K.

What does the chart on this BITO ownership page compare?

The chart compares MEANS INVESTMENT CO., INC.'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 MEANS INVESTMENT CO., INC. time their BITO position?

Based on 13F filing dates vs. subsequent BITO price moves, MEANS INVESTMENT CO., INC. correctly timed 4 out of 11 reported position changes (36%). The annualised alpha on BITO relative to SPY over the holding period was -0.4%.

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