CA
BTC

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

CoreCap 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 		$830 Sell
32
-125
-80% -$3.97K ﹤0.01% 2744
2026
Q1 		$4.71K Buy
157
+70
+80% +$2.37K ﹤0.01% 2186
2025
Q4 		$3.37K Buy
87
+54
+164% +$2.39K ﹤0.01% 2340
2025
Q3 		$1.67K Buy
+33
New +$1.67K ﹤0.01% 2406

Other funds holding BTC

SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
VH
VVR Holdings Bellingham, Washington $231M AUM
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

CoreCap Advisors's BTC Position: Q2 2026 in Review

CoreCap Advisors reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 80% in Q2 2026, selling an estimated $3.97K and leaving 32 shares worth $830. The position accounts for ﹤0.01% of the portfolio, ranked #2744.

CoreCap Advisors first reported a position in BTC in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.71K in Q1 2026. 73 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • CoreCap Advisors held 32 shares of Grayscale Bitcoin Mini Trust ETF worth $830 as of Q2 2026.
  • CoreCap Advisors sold 125 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $3.97K.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2744 holding.
  • CoreCap Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2025 and has held it in 4 quarters since.
  • CoreCap Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $4.71K in Q1 2026.
  • 73 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.