CIA
BTC

Compass Ion Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Compass Ion Advisors’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 		$348K Buy
11,597
+586
+5% +$19.8K 0.03% 211
2025
Q4 		$426K Buy
11,011
+4,535
+70% +$201K 0.04% 189
2025
Q3 		$328K Hold
6,476
– – 0.03% 213
2025
Q2 		$309K Hold
6,476
– – 0.03% 208
2025
Q1 		$236K Sell
6,476
-96
-1% -$3.96K 0.03% 234
2024
Q4 		$275K Sell
6,572
-920
-12% -$33.9K 0.03% 213
2024
Q3 		$211K Buy
+7,492
New +$200K 0.03% 249

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HKAM
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SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $267M AUM 48.26% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return