KWM
BTC

Kingsview Wealth Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Kingsview Wealth 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
-8,677
Closed -$260K – 1536
2026
Q1 		$260K Buy
+8,677
New +$293K ﹤0.01% 1143

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B
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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

Kingsview Wealth Management's BTC Position: Q2 2026 in Review

Kingsview Wealth Management sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026, closing a stake of 8,677 shares — an estimated $260K sold.

Kingsview Wealth Management first reported a position in BTC in Q1 2026 and held it in 1 quarter. The position peaked at $260K in Q1 2026. 462 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Kingsview Wealth Management reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q2 2026 after selling out during the quarter.
  • Kingsview Wealth Management sold 8,677 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $260K.
  • Kingsview Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q1 2026 and held it in 1 quarter.
  • Kingsview Wealth Management's Grayscale Bitcoin Mini Trust ETF position peaked at $260K in Q1 2026.
  • 462 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.