Advisornet Financial’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Advisornet Financial’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	$219K	Buy	8,423 +1,006	+14%	+$31.9K	0.01%	621
2026 Q1	$222K	Buy	7,417 +7,000	+1,679%	+$237K	0.01%	576
2025 Q4	$16.1K	Sell	417 -4,000	-91%	-$177K	﹤0.01%	1396
2025 Q3	$224K	Buy	4,417 +4,000	+959%	+$203K	0.01%	564
2025 Q2	$19.9K	Hold	417	–	–	﹤0.01%	1270
2025 Q1	$15.2K	Buy	417 +118	+39%	+$4.87K	﹤0.01%	1292
2024 Q4	$12.5K	Sell	299 -498	-62%	-$18.3K	﹤0.01%	1269
2024 Q3	$22.4K	Buy	+797	New	+$21.2K	﹤0.01%	1162

Other funds holding BTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Bullish George Town $178M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Advisornet Financial's BTC Position: Q2 2026 in Review

Advisornet Financial increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 14% in Q2 2026, buying an estimated $31.9K and bringing the position to 8,423 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #621.

Advisornet Financial first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $224K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Advisornet Financial held 8,423 shares of Grayscale Bitcoin Mini Trust ETF worth $219K as of Q2 2026.
Advisornet Financial bought 1,006 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $31.9K.
Grayscale Bitcoin Mini Trust ETF made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #621 holding.
Advisornet Financial first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
Advisornet Financial's Grayscale Bitcoin Mini Trust ETF position peaked at $224K in Q3 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.