FAM
BTC

Formidable Asset Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Formidable Asset Management’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 		– Sell
-5,325
Closed -$206K – 419
2026
Q1 		$206K Buy
5,325
+4
+0.1% +$135 0.03% 364
2025
Q4 		$269K Buy
5,321
+110
+2% +$4.88K 0.04% 351
2025
Q3 		$249K Buy
+5,211
New +$264K 0.04% 353
2024
Q4 		– Sell
-3,567
Closed -$100K – 399
2024
Q3 		$100K Buy
+3,567
New +$95.1K 0.02% 360

Other funds holding BTC

SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
VH
VVR Holdings Bellingham, Washington $231M AUM
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Formidable Asset Management's BTC Position: Q2 2026 in Review

Formidable Asset Management sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026, closing a stake of 5,325 shares — an estimated $206K sold.

Formidable Asset Management first reported a position in BTC in Q3 2024 and held it in 4 quarters. The position peaked at $269K in Q4 2025. 78 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Formidable Asset Management reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q2 2026 after selling out during the quarter.
  • Formidable Asset Management sold 5,325 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $206K.
  • Formidable Asset Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and held it in 4 quarters.
  • Formidable Asset Management's Grayscale Bitcoin Mini Trust ETF position peaked at $269K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.