AWM
BTC

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

AE 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
Q1 		$417K Buy
13,918
+7,450
+115% +$252K ﹤0.01% 1201
2025
Q4 		$251K Buy
6,468
+1,899
+42% +$84.2K ﹤0.01% 1402
2025
Q3 		$231K Sell
4,569
-30
-0.7% -$1.52K ﹤0.01% 1328
2025
Q2 		$220K Buy
+4,599
New +$201K ﹤0.01% 1265
2025
Q1 		– Sell
-5,093
Closed -$213K – 2303
2024
Q4 		$213K Buy
5,093
+1,441
+39% +$53K ﹤0.01% 1247
2024
Q3 		$103K Buy
+3,652
New +$97.3K ﹤0.01% 1208

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