APW
BTC

Aventura Private Wealth’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Aventura Private Wealth’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 		$10.2K Buy
392
+202
+106% +$6.41K ﹤0.01% 591
2026
Q1 		$5.7K Buy
+190
New +$6.42K ﹤0.01% 640

Other funds holding BTC

SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
VH
VVR Holdings Bellingham, Washington $231M AUM
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Aventura Private Wealth's BTC Position: Q2 2026 in Review

Aventura Private Wealth increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 106% in Q2 2026, buying an estimated $6.41K and bringing the position to 392 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Aventura Private Wealth first reported a position in BTC in Q1 2026 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Aventura Private Wealth held 392 shares of Grayscale Bitcoin Mini Trust ETF worth $10.2K as of Q2 2026.
  • Aventura Private Wealth bought 202 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $6.41K.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #591 holding.
  • Aventura Private Wealth first reported a position in Grayscale Bitcoin Mini Trust ETF in Q1 2026 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.