Atwood & Palmer’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Atwood & Palmer’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	$5.11K	Hold	197	–	–	﹤0.01%	405
2026 Q1	$5.91K	Hold	197	–	–	﹤0.01%	403
2025 Q4	$7.63K	Hold	197	–	–	﹤0.01%	401
2025 Q3	$9.97K	Hold	197	–	–	﹤0.01%	387
2025 Q2	$9.41K	Hold	197	–	–	﹤0.01%	398
2025 Q1	$7.19K	Hold	197	–	–	﹤0.01%	349
2024 Q4	$8.25K	Hold	197	–	–	﹤0.01%	354
2024 Q3	$5.55K	Buy	+197	New	+$5.25K	﹤0.01%	376

Other funds holding BTC

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Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

FFG Partners Fort Lauderdale, Florida $348M AUM 70.53% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return