EFG
BTC

Ethos Financial Group’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Ethos Financial 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
Q2 		– Sell
-53,631
Closed -$2.08M – 691
2026
Q1 		$2.08M Hold
53,631
– – 0.15% 132
2025
Q4 		$2.08M Buy
53,631
+43,168
+413% +$1.91M 0.15% 133
2025
Q3 		$530K Sell
10,463
-200
-2% -$10.1K 0.04% 258
2025
Q2 		$509K Hold
10,663
– – 0.04% 260
2025
Q1 		$389K Buy
+10,663
New +$440K 0.04% 281

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
B
Bullish George Town $178M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Ethos Financial Group's BTC Position: Q2 2026 in Review

Ethos Financial Group sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026, closing a stake of 53,631 shares — an estimated $2.08M sold.

Ethos Financial Group first reported a position in BTC in Q1 2025 and held it in 5 quarters. The position peaked at $2.08M in Q1 2026. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Ethos Financial Group reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q2 2026 after selling out during the quarter.
  • Ethos Financial Group sold 53,631 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $2.08M.
  • Ethos Financial Group first reported a position in Grayscale Bitcoin Mini Trust ETF in Q1 2025 and held it in 5 quarters.
  • Ethos Financial Group's Grayscale Bitcoin Mini Trust ETF position peaked at $2.08M in Q1 2026.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.