Kestra Private Wealth Services’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Kestra Private Wealth Services’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	$360K	Sell	13,887 -3,012	-18%	-$95.6K	﹤0.01%	1414
2026 Q1	$507K	Sell	16,899 -1,020	-6%	-$34.5K	0.01%	1198
2025 Q4	$694K	Buy	17,919 +2,203	+14%	+$97.6K	0.01%	990
2025 Q3	$796K	Buy	15,716 +584	+4%	+$29.6K	0.01%	880
2025 Q2	$723K	Buy	15,132 +1,214	+9%	+$53K	0.01%	875
2025 Q1	$508K	Buy	13,918 +502	+4%	+$20.7K	0.01%	948
2024 Q4	$562K	Buy	13,416 +3,734	+39%	+$137K	0.01%	872
2024 Q3	$273K	Buy	+9,682	New	+$258K	0.01%	1124

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

Kestra Private Wealth Services's BTC Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 18% in Q2 2026, selling an estimated $95.6K and leaving 13,887 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #1414.

Kestra Private Wealth Services first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $796K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Kestra Private Wealth Services held 13,887 shares of Grayscale Bitcoin Mini Trust ETF worth $360K as of Q2 2026.
Kestra Private Wealth Services sold 3,012 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $95.6K.
Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1414 holding.
Kestra Private Wealth Services first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
Kestra Private Wealth Services's Grayscale Bitcoin Mini Trust ETF position peaked at $796K in Q3 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.