CWM
BTC

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

Copia 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
Q2 		$57.6K Sell
2,221
-26
-1% -$825 0.03% 199
2026
Q1 		$67.4K Sell
2,247
-375
-14% -$12.7K 0.05% 172
2025
Q4 		$102K Sell
2,622
-140
-5% -$6.2K 0.07% 141
2025
Q3 		$140K Sell
2,762
-176
-6% -$8.93K 0.1% 120
2025
Q2 		$140K Sell
2,938
-144
-5% -$6.29K 0.12% 106
2025
Q1 		$112K Sell
3,082
-369
-11% -$15.2K 0.1% 115
2024
Q4 		$144K Buy
+3,451
New +$127K 0.14% 96

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
B
Bullish George Town $178M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
TI
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Copia Wealth Management's BTC Position: Q2 2026 in Review

Copia Wealth Management reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 1.2% in Q2 2026, selling an estimated $825 and leaving 2,221 shares worth $57.6K. The position accounts for 0.03% of the portfolio, ranked #199.

Copia Wealth Management first reported a position in BTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $144K in Q4 2024. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Copia Wealth Management held 2,221 shares of Grayscale Bitcoin Mini Trust ETF worth $57.6K as of Q2 2026.
  • Copia Wealth Management sold 26 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $825.
  • Grayscale Bitcoin Mini Trust ETF made up 0.03% of Copia Wealth Management's portfolio in Q2 2026, its #199 holding.
  • Copia Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's Grayscale Bitcoin Mini Trust ETF position peaked at $144K in Q4 2024.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.