Action Point Financial Planning’s VanEck Bitcoin Trust HODL Stock Holding History

Action Point Financial Planning’s Portfolio HODL Stock Details HODL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.46K	Buy	+88	New	+$1.79K	﹤0.01%	2366

Other funds holding HODL

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return

Action Point Financial Planning's HODL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in VanEck Bitcoin Trust (HODL) in Q2 2026: 88 shares worth $1.46K. The stake represents ﹤0.01% of the portfolio and ranks #2366 among its holdings.

127 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

Action Point Financial Planning held 88 shares of VanEck Bitcoin Trust worth $1.46K as of Q2 2026.
VanEck Bitcoin Trust was a new Action Point Financial Planning position in Q2 2026.
VanEck Bitcoin Trust made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2366 holding.
127 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.