AAS
BTC

Avantax Advisory Services’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Avantax Advisory Services’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
2025
Q2 		– Sell
-13,019
Closed -$475K – 2448
2025
Q1 		$475K Buy
+13,019
New +$537K ﹤0.01% 1536

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Avantax Advisory Services's BTC Position: Q2 2025 in Review

Avantax Advisory Services sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2025, closing a stake of 13,019 shares — an estimated $475K sold.

Avantax Advisory Services first reported a position in BTC in Q1 2025 and held it in 1 quarter. The position peaked at $475K in Q1 2025. 457 funds tracked by Wall St. Rank hold BTC as of Q2 2025.

  • Avantax Advisory Services reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q2 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 13,019 Grayscale Bitcoin Mini Trust ETF shares in Q2 2025, an estimated $475K.
  • Avantax Advisory Services first reported a position in Grayscale Bitcoin Mini Trust ETF in Q1 2025 and held it in 1 quarter.
  • Avantax Advisory Services's Grayscale Bitcoin Mini Trust ETF position peaked at $475K in Q1 2025.
  • 457 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.