EWP
BTC

Elevation Wealth Partners’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Elevation Wealth Partners’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
2025
Q4 		– Sell
-1,054
Closed -$53.4K – 1040
2025
Q3 		$53.4K Hold
1,054
– – 0.02% 239
2025
Q2 		$50.3K Buy
1,054
+53
+5% +$2.31K 0.02% 234
2025
Q1 		$36.5K Hold
1,001
– – 0.02% 262
2024
Q4 		$41.9K Sell
1,001
-295
-23% -$10.9K 0.02% 247
2024
Q3 		$36.5K Buy
+1,296
New +$34.5K 0.02% 251

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HKAM
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
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

Elevation Wealth Partners's BTC Position: Q4 2025 in Review

Elevation Wealth Partners sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q4 2025, closing a stake of 1,054 shares — an estimated $53.4K sold.

Elevation Wealth Partners first reported a position in BTC in Q3 2024 and held it in 5 quarters. The position peaked at $53.4K in Q3 2025. 515 funds tracked by Wall St. Rank hold BTC as of Q4 2025.

  • Elevation Wealth Partners reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q4 2025 after selling out during the quarter.
  • Elevation Wealth Partners sold 1,054 Grayscale Bitcoin Mini Trust ETF shares in Q4 2025, an estimated $53.4K.
  • Elevation Wealth Partners first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and held it in 5 quarters.
  • Elevation Wealth Partners's Grayscale Bitcoin Mini Trust ETF position peaked at $53.4K in Q3 2025.
  • 515 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q4 2025.

Based on Elevation Wealth Partners's 13F filing for Q4 2025, filed 9 Jan 2026.