ECA
BTC

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

Elevate Capital 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 		$2.19M Buy
84,447
+69,749
+475% +$2.21M 1.2% 27
2026
Q1 		$441K Buy
14,698
+7,413
+102% +$250K 0.29% 58
2025
Q4 		$282K Buy
+7,285
New +$323K 0.19% 74

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
RWP
Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return

Elevate Capital Advisors's BTC Position: Q2 2026 in Review

Elevate Capital Advisors increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 475% in Q2 2026, buying an estimated $2.21M and bringing the position to 84,447 shares worth $2.19M. The position accounts for 1.2% of the portfolio, ranked #27.

Elevate Capital Advisors first reported a position in BTC in Q4 2025 and has held it in 3 quarters since. 296 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Elevate Capital Advisors held 84,447 shares of Grayscale Bitcoin Mini Trust ETF worth $2.19M as of Q2 2026.
  • Elevate Capital Advisors bought 69,749 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $2.21M.
  • Grayscale Bitcoin Mini Trust ETF made up 1.2% of Elevate Capital Advisors's portfolio in Q2 2026, its #27 holding.
  • Elevate Capital Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2025 and has held it in 3 quarters since.
  • 296 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Elevate Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.