Exencial Wealth Advisors’s Grayscale Bitcoin Covered Call ETF BTCC Stock Holding History

Exencial Wealth Advisors’s Portfolio BTCC Stock Details BTCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$300K	Buy	+19,276	New	+$348K	0.01%	479

Other funds holding BTCC

Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return

LSA

L & S Advisors Los Angeles, California $795M AUM 52.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

UIA

Ulland Investment Advisors Minneapolis, Minnesota $136M AUM 32.68% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BFP

Birchwood Financial Partners Bloomington, Minnesota $104M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Exencial Wealth Advisors's BTCC Position: Q1 2026 in Review

Exencial Wealth Advisors opened a new position in Grayscale Bitcoin Covered Call ETF (BTCC) in Q1 2026: 19,276 shares worth $300K. The stake represents 0.01% of the portfolio and ranks #479 among its holdings.

11 funds tracked by Wall St. Rank hold BTCC as of Q1 2026.

Exencial Wealth Advisors held 19,276 shares of Grayscale Bitcoin Covered Call ETF worth $300K as of Q1 2026.
Grayscale Bitcoin Covered Call ETF was a new Exencial Wealth Advisors position in Q1 2026.
Grayscale Bitcoin Covered Call ETF made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #479 holding.
11 funds tracked by Wall St. Rank held Grayscale Bitcoin Covered Call ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.