FMP
BTC

Financial Management Professionals’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Financial Management Professionals’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 		$72.5K Sell
2,792
-258
-8% -$8.19K 0.01% 252
2026
Q1 		$91.5K Buy
3,050
+258
+9% +$8.72K 0.01% 202
2025
Q4 		$108K Sell
2,792
-226
-7% -$10K 0.01% 196
2025
Q3 		$153K Buy
3,018
+98
+3% +$4.97K 0.02% 171
2025
Q2 		$139K Sell
2,920
-1,772
-38% -$77.4K 0.02% 169
2025
Q1 		$171K Hold
4,692
– – 0.02% 148
2024
Q4 		$196K Sell
4,692
-2,384
-34% -$87.7K 0.02% 143
2024
Q3 		$199K Buy
+7,076
New +$189K 0.02% 141

Other funds holding BTC

SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $348M AUM 70.53% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return