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Diversify Wealth Management’s BioXcel Therapeutics BTAI Stock Holding History

Diversify Wealth Management’s Portfolio BTAI Stock Details BTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13K Hold
15,000
– – ﹤0.01% 1249
2026
Q1 		$15.6K Hold
15,000
– – ﹤0.01% 1142
2025
Q4 		$30.8K Hold
15,000
– – ﹤0.01% 620
2025
Q3 		$28.5K Hold
15,000
– – ﹤0.01% 539
2025
Q2 		$102K Buy
+15,000
New +$24.8K 0.01% 526
2025
Q1 		– Sell
-2,500
Closed -$15.1K – 512
2024
Q4 		$15.1K Hold
2,500
– – ﹤0.01% 514
2024
Q3 		$23.2K Hold
2,500
– – ﹤0.01% 466
2024
Q2 		$36.8K Buy
+2,500
New +$83.7K ﹤0.01% 429

Other funds holding BTAI

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WTA
Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Diversify Wealth Management's BTAI Position: Q2 2026 in Review

Diversify Wealth Management held its BioXcel Therapeutics (BTAI) position steady in Q2 2026 at 15,000 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

Diversify Wealth Management first reported a position in BTAI in Q2 2024 and has held it in 8 quarters since. The position peaked at $102K in Q2 2025. 8 funds tracked by Wall St. Rank hold BTAI as of Q2 2026.

  • Diversify Wealth Management held 15,000 shares of BioXcel Therapeutics worth $13K as of Q2 2026.
  • Diversify Wealth Management left its BioXcel Therapeutics share count unchanged in Q2 2026.
  • BioXcel Therapeutics made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1249 holding.
  • Diversify Wealth Management first reported a position in BioXcel Therapeutics in Q2 2024 and has held it in 8 quarters since.
  • Diversify Wealth Management's BioXcel Therapeutics position peaked at $102K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held BioXcel Therapeutics as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.