Elevation Wealth Partners’s VanEck Bitcoin Trust HODL Stock Holding History

Elevation Wealth Partners’s Portfolio HODL Stock Details HODL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.43K	Hold	267	–	–	﹤0.01%	1047
2026 Q1	$5.12K	Hold	267	–	–	﹤0.01%	702
2025 Q4	$6.6K	Hold	267	–	–	﹤0.01%	567
2025 Q3	$8.64K	Buy	267 +3	+1%	+$97	﹤0.01%	400
2025 Q2	$8.04K	Hold	264	–	–	﹤0.01%	377
2025 Q1	$6.15K	Buy	264 +20	+8%	+$527	﹤0.01%	394
2024 Q4	$6.45K	Buy	244 +76	+45%	+$1.78K	﹤0.01%	399
2024 Q3	$3.02K	Hold	168	–	–	﹤0.01%	413
2024 Q2	$2.85K	Buy	+168	New	+$3.12K	﹤0.01%	428

Other funds holding HODL

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Elevation Wealth Partners's HODL Position: Q2 2026 in Review

Elevation Wealth Partners held its VanEck Bitcoin Trust (HODL) position steady in Q2 2026 at 267 shares worth $4.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Elevation Wealth Partners first reported a position in HODL in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.64K in Q3 2025. 52 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

Elevation Wealth Partners held 267 shares of VanEck Bitcoin Trust worth $4.43K as of Q2 2026.
Elevation Wealth Partners left its VanEck Bitcoin Trust share count unchanged in Q2 2026.
VanEck Bitcoin Trust made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1047 holding.
Elevation Wealth Partners first reported a position in VanEck Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Elevation Wealth Partners's VanEck Bitcoin Trust position peaked at $8.64K in Q3 2025.
52 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.