CAWM
BTC

Capital Advisors Wealth Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Capital Advisors 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
Q1 		– Sell
-5,668
Closed -$220K – 231
2025
Q4 		$220K Buy
+5,668
New +$251K 0.03% 205

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SDH
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Capital Advisors Wealth Management's BTC Position: Q1 2026 in Review

Capital Advisors Wealth Management sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q1 2026, closing a stake of 5,668 shares — an estimated $220K sold.

Capital Advisors Wealth Management first reported a position in BTC in Q4 2025 and held it in 1 quarter. The position peaked at $220K in Q4 2025. 490 funds tracked by Wall St. Rank hold BTC as of Q1 2026.

  • Capital Advisors Wealth Management reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 5,668 Grayscale Bitcoin Mini Trust ETF shares in Q1 2026, an estimated $220K.
  • Capital Advisors Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2025 and held it in 1 quarter.
  • Capital Advisors Wealth Management's Grayscale Bitcoin Mini Trust ETF position peaked at $220K in Q4 2025.
  • 490 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q1 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.