LFG
BTC

Leverty Financial Group’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Leverty Financial Group’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
-7,520
Closed -$226K – 53
2026
Q1 		$226K Buy
+7,520
New +$254K 0.05% 39

Other funds holding BTC

SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
VH
VVR Holdings Bellingham, Washington $231M AUM
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Leverty Financial Group's BTC Position: Q2 2026 in Review

Leverty Financial Group sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026, closing a stake of 7,520 shares — an estimated $226K sold.

Leverty Financial Group first reported a position in BTC in Q1 2026 and held it in 1 quarter. The position peaked at $226K in Q1 2026. 73 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Leverty Financial Group reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q2 2026 after selling out during the quarter.
  • Leverty Financial Group sold 7,520 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $226K.
  • Leverty Financial Group first reported a position in Grayscale Bitcoin Mini Trust ETF in Q1 2026 and held it in 1 quarter.
  • Leverty Financial Group's Grayscale Bitcoin Mini Trust ETF position peaked at $226K in Q1 2026.
  • 73 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.