EWA
BTC

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

EverSource 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 		$1.3K Buy
50
+12
+32% +$381 ﹤0.01% 3879
2026
Q1 		$1.14K Hold
38
– – ﹤0.01% 3809
2025
Q4 		$1.47K Sell
38
-10
-21% -$443 ﹤0.01% 3603
2025
Q3 		$2.43K Buy
48
+10
+26% +$507 ﹤0.01% 3457
2025
Q2 		$1.81K Hold
38
– – ﹤0.01% 3541
2025
Q1 		$1.39K Sell
38
-330
-90% -$13.6K ﹤0.01% 3099
2024
Q4 		$15.4K Sell
368
-400
-52% -$14.7K ﹤0.01% 1767
2024
Q3 		$21.6K Buy
+768
New +$20.5K ﹤0.01% 1448

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

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

EverSource Wealth Advisors increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 32% in Q2 2026, buying an estimated $381 and bringing the position to 50 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3879.

EverSource Wealth Advisors first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $21.6K in Q3 2024. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • EverSource Wealth Advisors held 50 shares of Grayscale Bitcoin Mini Trust ETF worth $1.3K as of Q2 2026.
  • EverSource Wealth Advisors bought 12 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $381.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3879 holding.
  • EverSource Wealth Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • EverSource Wealth Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $21.6K in Q3 2024.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

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