EWA
BTC

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

Exit 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 		$4.2M Buy
161,725
+26,824
+20% +$852K 1.91% 12
2026
Q1 		$4.05M Buy
134,901
+14,011
+12% +$473K 2.08% 9
2025
Q4 		$4.68M Buy
+120,890
New +$5.36M 2.77% 9

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

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

Exit Wealth Advisors increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 20% in Q2 2026, buying an estimated $852K and bringing the position to 161,725 shares worth $4.2M. The position accounts for 1.91% of the portfolio, ranked #12.

Exit Wealth Advisors first reported a position in BTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.68M in Q4 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Exit Wealth Advisors held 161,725 shares of Grayscale Bitcoin Mini Trust ETF worth $4.2M as of Q2 2026.
  • Exit Wealth Advisors bought 26,824 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $852K.
  • Grayscale Bitcoin Mini Trust ETF made up 1.91% of Exit Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • Exit Wealth Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2025 and has held it in 3 quarters since.
  • Exit Wealth Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $4.68M in Q4 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.