MWM
BTC

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

Mission 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
Q1 		– Sell
-11,638
Closed -$451K – 788
2025
Q4 		$451K Buy
+11,638
New +$516K 0.01% 512
2024
Q4 		– Sell
-3,191
Closed -$89.8K – 728
2024
Q3 		$89.8K Buy
+3,191
New +$85K ﹤0.01% 661

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SPIA
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EU
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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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Millennium Management
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Mission Wealth Management's BTC Position: Q1 2026 in Review

Mission Wealth Management sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q1 2026, closing a stake of 11,638 shares — an estimated $451K sold.

Mission Wealth Management first reported a position in BTC in Q3 2024 and held it in 2 quarters. The position peaked at $451K in Q4 2025. 490 funds tracked by Wall St. Rank hold BTC as of Q1 2026.

  • Mission Wealth Management reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q1 2026 after selling out during the quarter.
  • Mission Wealth Management sold 11,638 Grayscale Bitcoin Mini Trust ETF shares in Q1 2026, an estimated $451K.
  • Mission Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and held it in 2 quarters.
  • Mission Wealth Management's Grayscale Bitcoin Mini Trust ETF position peaked at $451K in Q4 2025.
  • 490 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.