PWMAI
BTC

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$2.6K Hold
100
– – ﹤0.01% 495
2026
Q1 		$3K Hold
100
– – ﹤0.01% 455
2025
Q4 		$3.87K Hold
100
– – ﹤0.01% 451
2025
Q3 		$5.06K Hold
100
– – ﹤0.01% 434
2025
Q2 		$4.78K Hold
100
– – ﹤0.01% 400
2025
Q1 		$3.65K Hold
100
– – ﹤0.01% 397
2024
Q4 		$4.19K Hold
100
– – ﹤0.01% 403
2024
Q3 		$2.81K Buy
+100
New +$2.67K ﹤0.01% 329

Other funds holding BTC

PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HFO
Heritage Family Offices Scottsdale, Arizona $259M AUM 24.39% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
RWP
Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s BTC Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q2 2026 at 100 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.06K in Q3 2025. 296 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 100 shares of Grayscale Bitcoin Mini Trust ETF worth $2.6K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #495 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Grayscale Bitcoin Mini Trust ETF position peaked at $5.06K in Q3 2025.
  • 296 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.