AWM
BTC

Activest Wealth Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Activest Wealth Management’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
Q2 		– Sell
-52
Closed -$1.65K – 1516
2026
Q1 		$1.56K Hold
52
– – ﹤0.01% 986
2025
Q4 		$2.01K Hold
52
– – ﹤0.01% 890
2025
Q3 		$2.63K Hold
52
– – ﹤0.01% 746
2025
Q2 		$2.48K Hold
52
– – ﹤0.01% 657
2025
Q1 		$1.9K Hold
52
– – ﹤0.01% 665
2024
Q4 		$2.18K Sell
52
-1
-2% -$37 ﹤0.01% 426
2024
Q3 		$1.49K Buy
+53
New +$1.41K ﹤0.01% 447

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
B
Bullish George Town $178M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Activest Wealth Management's BTC Position: Q2 2026 in Review

Activest Wealth Management sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026, closing a stake of 52 shares — an estimated $1.65K sold.

Activest Wealth Management first reported a position in BTC in Q3 2024 and held it in 7 quarters. The position peaked at $2.63K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Activest Wealth Management reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 52 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $1.65K.
  • Activest Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and held it in 7 quarters.
  • Activest Wealth Management's Grayscale Bitcoin Mini Trust ETF position peaked at $2.63K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.