KFS
BTC

Kaizen Financial Strategies’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Kaizen Financial Strategies’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 		$518K Sell
19,558
-1,465
-7% -$46.5K 0.17% 93
2026
Q1 		$701K Buy
21,023
+9,888
+89% +$334K 0.3% 68
2025
Q4 		$431K Buy
+11,135
New +$493K 0.19% 91

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
HFO
Heritage Family Offices Scottsdale, Arizona $259M AUM 24.39% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Kaizen Financial Strategies's BTC Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 7% in Q2 2026, selling an estimated $46.5K and leaving 19,558 shares worth $518K. The position accounts for 0.17% of the portfolio, ranked #93.

Kaizen Financial Strategies first reported a position in BTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $701K in Q1 2026. 207 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Kaizen Financial Strategies held 19,558 shares of Grayscale Bitcoin Mini Trust ETF worth $518K as of Q2 2026.
  • Kaizen Financial Strategies sold 1,465 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $46.5K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.17% of Kaizen Financial Strategies's portfolio in Q2 2026, its #93 holding.
  • Kaizen Financial Strategies first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2025 and has held it in 3 quarters since.
  • Kaizen Financial Strategies's Grayscale Bitcoin Mini Trust ETF position peaked at $701K in Q1 2026.
  • 207 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.