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

DHJJ Financial 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	$2.57K	Hold	99	–	–	﹤0.01%	728
2026 Q1	$2.97K	Hold	99	–	–	﹤0.01%	710
2025 Q4	$3.83K	Buy	99 +2	+2%	+$89	﹤0.01%	659
2025 Q3	$4.91K	Hold	97	–	–	﹤0.01%	620
2025 Q2	$4.63K	Hold	97	–	–	﹤0.01%	614
2025 Q1	$3.54K	Hold	97	–	–	﹤0.01%	597
2024 Q4	$4.06K	Sell	97 -1	-1%	-$37	﹤0.01%	565
2024 Q3	$2.77K	Buy	+98	New	+$2.61K	﹤0.01%	579

Other funds holding BTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Bullish George Town $178M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

DHJJ Financial Advisors's BTC Position: Q2 2026 in Review

DHJJ Financial Advisors held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q2 2026 at 99 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

DHJJ Financial Advisors first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.91K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

DHJJ Financial Advisors held 99 shares of Grayscale Bitcoin Mini Trust ETF worth $2.57K as of Q2 2026.
DHJJ Financial Advisors left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q2 2026.
Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #728 holding.
DHJJ Financial Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
DHJJ Financial Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $4.91K in Q3 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.