AEPWM
BTC

Atlantic Edge Private Wealth Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Atlantic Edge Private 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
Q2 		$1.61K Hold
62
– – ﹤0.01% 572
2026
Q1 		$1.86K Buy
62
+30
+94% +$1.01K ﹤0.01% 537
2025
Q4 		$1.24K Hold
32
– – ﹤0.01% 546
2025
Q3 		$1.62K Hold
32
– – ﹤0.01% 505
2025
Q2 		$1.53K Hold
32
– – ﹤0.01% 478
2025
Q1 		$1.17K Hold
32
– – ﹤0.01% 472
2024
Q4 		$1.34K Hold
32
– – ﹤0.01% 454
2024
Q3 		$901 Buy
+32
New +$853 ﹤0.01% 471

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
B
Bullish George Town $178M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
TI
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Atlantic Edge Private Wealth Management's BTC Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q2 2026 at 62 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Atlantic Edge Private Wealth Management first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.86K in Q1 2026. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 62 shares of Grayscale Bitcoin Mini Trust ETF worth $1.61K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #572 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • Atlantic Edge Private Wealth Management's Grayscale Bitcoin Mini Trust ETF position peaked at $1.86K in Q1 2026.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.