MWC
BTC

MBM Wealth Consultants’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

MBM Wealth Consultants’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
-54
Closed -$1.62K – 388
2026
Q1 		$1.62K Buy
+54
New +$1.82K ﹤0.01% 316

Other funds holding BTC

HKAM
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B
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Wells Fargo
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

MBM Wealth Consultants's BTC Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026, closing a stake of 54 shares — an estimated $1.62K sold.

MBM Wealth Consultants first reported a position in BTC in Q1 2026 and held it in 1 quarter. The position peaked at $1.62K in Q1 2026. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • MBM Wealth Consultants reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q2 2026 after selling out during the quarter.
  • MBM Wealth Consultants sold 54 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $1.62K.
  • MBM Wealth Consultants first reported a position in Grayscale Bitcoin Mini Trust ETF in Q1 2026 and held it in 1 quarter.
  • MBM Wealth Consultants's Grayscale Bitcoin Mini Trust ETF position peaked at $1.62K in Q1 2026.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.