Arete Wealth Advisors
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Arete Wealth Advisors’s Grayscale Bitcoin High Income ETF BTCC Stock Holding History

Arete Wealth Advisors’s Portfolio BTCC Stock Details BTCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$252K Buy
20,191
+6,291
+45% +$98.2K 0.02% 328
2026
Q1 		$216K Buy
+13,900
New +$251K 0.02% 318

Other funds holding BTCC

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
L & S Advisors
L & S Advisors Los Angeles, California $967M AUM 68.8% 1-Year Est. Return
Ulland Investment Advisors
Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return
Birchwood Financial Partners
Birchwood Financial Partners Bloomington, Minnesota $122M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Management Professionals
Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Arete Wealth Advisors's BTCC Position: Q2 2026 in Review

Arete Wealth Advisors increased its Grayscale Bitcoin High Income ETF (BTCC) stake by 45% in Q2 2026, buying an estimated $98.2K and bringing the position to 20,191 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #328.

Arete Wealth Advisors first reported a position in BTCC in Q1 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold BTCC as of Q2 2026.

  • Arete Wealth Advisors held 20,191 shares of Grayscale Bitcoin High Income ETF worth $252K as of Q2 2026.
  • Arete Wealth Advisors bought 6,291 Grayscale Bitcoin High Income ETF shares in Q2 2026, an estimated $98.2K.
  • Grayscale Bitcoin High Income ETF made up 0.02% of Arete Wealth Advisors's portfolio in Q2 2026, its #328 holding.
  • Arete Wealth Advisors first reported a position in Grayscale Bitcoin High Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held Grayscale Bitcoin High Income ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.