Joseph P. Lucia & Associates’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Joseph P. Lucia & Associates’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	$612K	Sell	23,589 -1,523	-6%	-$48.4K	0.18%	97
2026 Q1	$753K	Sell	25,112 -863	-3%	-$29.2K	0.27%	81
2025 Q4	$1.01M	Sell	25,975 -39	-0.1%	-$1.73K	0.36%	68
2025 Q3	$1.32M	Buy	26,014 +2,528	+11%	+$128K	0.5%	59
2025 Q2	$1.12M	Buy	23,486 +1,986	+9%	+$86.7K	0.46%	63
2025 Q1	$785K	Buy	21,500 +7,627	+55%	+$315K	0.36%	71
2024 Q4	$581K	Buy	13,873 +5,841	+73%	+$215K	0.26%	78
2024 Q3	$226K	Buy	+8,032	New	+$214K	0.1%	117

Other funds holding BTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Bullish George Town $178M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Joseph P. Lucia & Associates's BTC Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 6.1% in Q2 2026, selling an estimated $48.4K and leaving 23,589 shares worth $612K. The position accounts for 0.18% of the portfolio, ranked #97.

Joseph P. Lucia & Associates first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.32M in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Joseph P. Lucia & Associates held 23,589 shares of Grayscale Bitcoin Mini Trust ETF worth $612K as of Q2 2026.
Joseph P. Lucia & Associates sold 1,523 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $48.4K.
Grayscale Bitcoin Mini Trust ETF made up 0.18% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #97 holding.
Joseph P. Lucia & Associates first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
Joseph P. Lucia & Associates's Grayscale Bitcoin Mini Trust ETF position peaked at $1.32M in Q3 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.