Advyzon Investment Management’s VanEck Bitcoin Trust HODL Stock Holding History

Advyzon Investment Management’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	$253K	Sell	15,254 -208	-1%	-$4.22K	0.02%	672
2026 Q1	$296K	Sell	15,462 -857	-5%	-$18.5K	0.03%	537
2025 Q4	$404K	Sell	16,319 -659	-4%	-$18.7K	0.05%	373
2025 Q3	$550K	Sell	16,978 -321	-2%	-$10.4K	0.09%	208
2025 Q2	$527K	Sell	17,299 -17,879	-51%	-$499K	0.12%	168
2025 Q1	$820K	Sell	35,178 -3,002	-8%	-$79.1K	0.29%	68
2024 Q4	$1.01M	Buy	+38,180	New	+$896K	0.39%	49

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

Advyzon Investment Management's HODL Position: Q2 2026 in Review

Advyzon Investment Management reduced its VanEck Bitcoin Trust (HODL) stake by 1.3% in Q2 2026, selling an estimated $4.22K and leaving 15,254 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #672.

Advyzon Investment Management first reported a position in HODL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q4 2024. 128 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

Advyzon Investment Management held 15,254 shares of VanEck Bitcoin Trust worth $253K as of Q2 2026.
Advyzon Investment Management sold 208 VanEck Bitcoin Trust shares in Q2 2026, an estimated $4.22K.
VanEck Bitcoin Trust made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #672 holding.
Advyzon Investment Management first reported a position in VanEck Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's VanEck Bitcoin Trust position peaked at $1.01M in Q4 2024.
128 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.