HWA
BTC

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

Heritage 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 		$571 Buy
+22
New +$698 ﹤0.01% 661

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

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

Heritage Wealth Advisors opened a new position in Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026: 22 shares worth $571. The stake represents ﹤0.01% of the portfolio and ranks #661 among its holdings.

461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Heritage Wealth Advisors held 22 shares of Grayscale Bitcoin Mini Trust ETF worth $571 as of Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF was a new Heritage Wealth Advisors position in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #661 holding.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.