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 Q2	$969K	Buy	37,330 +286	+0.8%	+$9.08K	0.53%	30
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

Other funds holding BTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Bullish George Town $178M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

SDH

Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

EQ Wealth Advisors's BTC Position: Q2 2026 in Review

EQ Wealth Advisors increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 0.77% in Q2 2026, buying an estimated $9.08K and bringing the position to 37,330 shares worth $969K. The position accounts for 0.53% of the portfolio, ranked #30.

EQ Wealth Advisors first reported a position in BTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.67M in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

EQ Wealth Advisors held 37,330 shares of Grayscale Bitcoin Mini Trust ETF worth $969K as of Q2 2026.
EQ Wealth Advisors bought 286 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $9.08K.
Grayscale Bitcoin Mini Trust ETF made up 0.53% of EQ Wealth Advisors's portfolio in Q2 2026, its #30 holding.
EQ Wealth Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2024 and has held it in 7 quarters since.
EQ Wealth Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $1.67M in Q3 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on EQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.