BFP
BTCC

Birchwood Financial Partners’s Grayscale Bitcoin Covered Call ETF BTCC Stock Holding History

Birchwood Financial Partners’s Portfolio BTCC Stock Details BTCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.86K Buy
470
+51
+12% +$796 ﹤0.01% 304
2026
Q1 		$6.51K Buy
419
+51
+14% +$921 0.01% 302
2025
Q4 		$7.92K Buy
+368
New +$9.38K 0.01% 289

Other funds holding BTCC

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
LSA
L & S Advisors Los Angeles, California $967M AUM 68.8% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $136M AUM 32.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Birchwood Financial Partners's BTCC Position: Q2 2026 in Review

Birchwood Financial Partners increased its Grayscale Bitcoin Covered Call ETF (BTCC) stake by 12% in Q2 2026, buying an estimated $796 and bringing the position to 470 shares worth $5.86K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Birchwood Financial Partners first reported a position in BTCC in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.92K in Q4 2025. 10 funds tracked by Wall St. Rank hold BTCC as of Q2 2026.

  • Birchwood Financial Partners held 470 shares of Grayscale Bitcoin Covered Call ETF worth $5.86K as of Q2 2026.
  • Birchwood Financial Partners bought 51 Grayscale Bitcoin Covered Call ETF shares in Q2 2026, an estimated $796.
  • Grayscale Bitcoin Covered Call ETF made up ﹤0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #304 holding.
  • Birchwood Financial Partners first reported a position in Grayscale Bitcoin Covered Call ETF in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Grayscale Bitcoin Covered Call ETF position peaked at $7.92K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Grayscale Bitcoin Covered Call ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.