Rothwell Investment Advisors, LLC’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio BTC Stock Details BTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$29.3K	Buy	+793	New	+$25K	0.02%	534

Other funds holding BTC

Bullish George Town $257M AUM 28.48% 1-Year Est. Return

Paragon Advisors College Station, Texas $543M AUM 28.64% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $753M AUM 20.19% 1-Year Est. Return

Heritage Family Offices Scottsdale, Arizona $303M AUM 20.28% 1-Year Est. Return

MATAURO New York $814M AUM 14.94% 1-Year Est. Return

VVR Holdings Bellingham, Washington $243M AUM 18.35% 1-Year Est. Return

Rothwell Investment Advisors, LLC's BTC Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Grayscale Bitcoin Mini Trust ETF (BTC) in Q3 2026: 793 shares worth $29.3K. The stake represents 0.02% of the portfolio and ranks #534 among its holdings.

307 funds tracked by Wall St. Rank hold BTC as of Q3 2026.

Rothwell Investment Advisors, LLC held 793 shares of Grayscale Bitcoin Mini Trust ETF worth $29.3K as of Q3 2026.
Grayscale Bitcoin Mini Trust ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Grayscale Bitcoin Mini Trust ETF made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #534 holding.
307 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.