ACA
BTC

Ascension Capital Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Ascension Capital Advisors’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 		$3.75M Buy
144,683
+7,536
+5% +$239K 1.05% 13
2026
Q1 		$4.11M Buy
+137,147
New +$4.63M 1.29% 13
2024
Q4 		– Sell
-14,901
Closed -$419K – 42
2024
Q3 		$419K Buy
+14,901
New +$397K 0.2% 28

Other funds holding BTC

PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
HFO
Heritage Family Offices Scottsdale, Arizona $259M AUM 24.39% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Ascension Capital Advisors's BTC Position: Q2 2026 in Review

Ascension Capital Advisors increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 5.5% in Q2 2026, buying an estimated $239K and bringing the position to 144,683 shares worth $3.75M. The position accounts for 1.05% of the portfolio, ranked #13.

Ascension Capital Advisors first reported a position in BTC in Q3 2024 and has held it in 3 quarters since. The position peaked at $4.11M in Q1 2026. 219 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Ascension Capital Advisors held 144,683 shares of Grayscale Bitcoin Mini Trust ETF worth $3.75M as of Q2 2026.
  • Ascension Capital Advisors bought 7,536 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $239K.
  • Grayscale Bitcoin Mini Trust ETF made up 1.05% of Ascension Capital Advisors's portfolio in Q2 2026, its #13 holding.
  • Ascension Capital Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 3 quarters since.
  • Ascension Capital Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $4.11M in Q1 2026.
  • 219 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Ascension Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.