EPG
BTC

Estate Planners Group’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Estate Planners Group’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 		– Sell
-58
Closed -$2.25K – 452
2025
Q4 		$2.25K Buy
+58
New +$2.57K ﹤0.01% 400

Other funds holding BTC

B
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HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Estate Planners Group's BTC Position: Q1 2026 in Review

Estate Planners Group sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q1 2026, closing a stake of 58 shares — an estimated $2.25K sold.

Estate Planners Group first reported a position in BTC in Q4 2025 and held it in 1 quarter. The position peaked at $2.25K in Q4 2025. 490 funds tracked by Wall St. Rank hold BTC as of Q1 2026.

  • Estate Planners Group reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 58 Grayscale Bitcoin Mini Trust ETF shares in Q1 2026, an estimated $2.25K.
  • Estate Planners Group first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Grayscale Bitcoin Mini Trust ETF position peaked at $2.25K in Q4 2025.
  • 490 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.