EWA
BTC

EQ Wealth Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

EQ Wealth 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
Q1 		$1.11M Buy
37,044
+2,114
+6% +$71.4K 0.65% 27
2025
Q4 		$1.35M Buy
34,930
+1,941
+6% +$86K 0.8% 26
2025
Q3 		$1.67M Buy
32,989
+1,652
+5% +$83.8K 1.1% 24
2025
Q2 		$1.5M Buy
31,337
+8,986
+40% +$392K 1.02% 24
2025
Q1 		$816K Buy
22,351
+3,172
+17% +$131K 0.65% 25
2024
Q4 		$803K Buy
+19,179
New +$706K 0.77% 27

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HKAM
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SPIA
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EU
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PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
TI
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return