CIA
BTC

Concurrent Investment Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Concurrent Investment 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
Q2 		$481K Buy
18,526
+8,078
+77% +$256K ﹤0.01% 1431
2026
Q1 		$313K Buy
10,448
+2,094
+25% +$70.8K ﹤0.01% 1472
2025
Q4 		$324K Buy
8,354
+2,295
+38% +$102K ﹤0.01% 1345
2025
Q3 		$307K Buy
+6,059
New +$307K 0.01% 1145

Other funds holding BTC

PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HFO
Heritage Family Offices Scottsdale, Arizona $259M AUM 24.39% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Concurrent Investment Advisors's BTC Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 77% in Q2 2026, buying an estimated $256K and bringing the position to 18,526 shares worth $481K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Concurrent Investment Advisors first reported a position in BTC in Q3 2025 and has held it in 4 quarters since. 232 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Concurrent Investment Advisors held 18,526 shares of Grayscale Bitcoin Mini Trust ETF worth $481K as of Q2 2026.
  • Concurrent Investment Advisors bought 8,078 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $256K.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1431 holding.
  • Concurrent Investment Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2025 and has held it in 4 quarters since.
  • 232 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.