Cetera Investment Advisers’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Cetera Investment Advisers’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	$1.4M	Sell	54,057 -14,885	-22%	-$473K	﹤0.01%	2713
2026 Q1	$2.07M	Sell	68,942 -2,110	-3%	-$71.3K	﹤0.01%	2255
2025 Q4	$2.75M	Buy	71,052 +60,088	+548%	+$2.66M	﹤0.01%	1938
2025 Q3	$555K	Sell	10,964 -3,374	-24%	-$171K	﹤0.01%	3295
2025 Q2	$685K	Buy	14,338 +8,127	+131%	+$355K	﹤0.01%	2714
2025 Q1	$227K	Sell	6,211 -46,947	-88%	-$1.94M	﹤0.01%	3512
2024 Q4	$2.23M	Buy	53,158 +4,970	+10%	+$183K	﹤0.01%	1575
2024 Q3	$1.36M	Buy	+48,188	New	+$1.28M	﹤0.01%	1888

Other funds holding BTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Bullish George Town $178M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

SDH

Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Cetera Investment Advisers's BTC Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 22% in Q2 2026, selling an estimated $473K and leaving 54,057 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2713.

Cetera Investment Advisers first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.75M in Q4 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Cetera Investment Advisers held 54,057 shares of Grayscale Bitcoin Mini Trust ETF worth $1.4M as of Q2 2026.
Cetera Investment Advisers sold 14,885 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $473K.
Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2713 holding.
Cetera Investment Advisers first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
Cetera Investment Advisers's Grayscale Bitcoin Mini Trust ETF position peaked at $2.75M in Q4 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.