FLP
BTC

Financial Life Planners’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Financial Life Planners’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 		$1.14K Hold
44
– – ﹤0.01% 298
2026
Q1 		$1.32K Buy
+44
New +$1.49K ﹤0.01% 313
2025
Q4 		– Sell
-48
Closed -$2.43K – 348
2025
Q3 		$2.43K Buy
+48
New +$2.44K ﹤0.01% 295
2025
Q1 		– Sell
-164
Closed -$6.87K – 400
2024
Q4 		$6.87K Buy
+164
New +$6.04K 0.01% 286

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

Financial Life Planners's BTC Position: Q2 2026 in Review

Financial Life Planners held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q2 2026 at 44 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Financial Life Planners first reported a position in BTC in Q4 2024 and has held it in 4 quarters since. The position peaked at $6.87K in Q4 2024. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Financial Life Planners held 44 shares of Grayscale Bitcoin Mini Trust ETF worth $1.14K as of Q2 2026.
  • Financial Life Planners left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #298 holding.
  • Financial Life Planners first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2024 and has held it in 4 quarters since.
  • Financial Life Planners's Grayscale Bitcoin Mini Trust ETF position peaked at $6.87K in Q4 2024.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.