CIA
MSBT

Compass Ion Advisors’s Morgan Stanley Bitcoin Trust MSBT Stock Holding History

Compass Ion Advisors’s Portfolio MSBT Stock Details MSBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$885K Buy
+52,547
New +$1.09M 0.08% 132

Other funds holding MSBT

AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return
PHWM
Palatine Hill Wealth Management Birmingham, Michigan $124M AUM
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
AC
Addison Capital Conshohocken, Pennsylvania $610M AUM 17.84% 1-Year Est. Return
ISS
Intesa Sanpaolo SpA. Turin, Italy $2.92B AUM
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

Compass Ion Advisors's MSBT Position: Q2 2026 in Review

Compass Ion Advisors opened a new position in Morgan Stanley Bitcoin Trust (MSBT) in Q2 2026: 52,547 shares worth $885K. The stake represents 0.08% of the portfolio and ranks #132 among its holdings.

19 funds tracked by Wall St. Rank hold MSBT as of Q2 2026.

  • Compass Ion Advisors held 52,547 shares of Morgan Stanley Bitcoin Trust worth $885K as of Q2 2026.
  • Morgan Stanley Bitcoin Trust was a new Compass Ion Advisors position in Q2 2026.
  • Morgan Stanley Bitcoin Trust made up 0.08% of Compass Ion Advisors's portfolio in Q2 2026, its #132 holding.
  • 19 funds tracked by Wall St. Rank held Morgan Stanley Bitcoin Trust as of Q2 2026.

Based on Compass Ion Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.