Mission Wealth Management’s VanEck Bitcoin Trust HODL Stock Holding History

Mission Wealth Management’s Portfolio HODL Stock Details HODL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$300K	Buy	+18,083	New	+$367K	﹤0.01%	876

Other funds holding HODL

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return

Mission Wealth Management's HODL Position: Q2 2026 in Review

Mission Wealth Management opened a new position in VanEck Bitcoin Trust (HODL) in Q2 2026: 18,083 shares worth $300K. The stake represents ﹤0.01% of the portfolio and ranks #876 among its holdings.

128 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

Mission Wealth Management held 18,083 shares of VanEck Bitcoin Trust worth $300K as of Q2 2026.
VanEck Bitcoin Trust was a new Mission Wealth Management position in Q2 2026.
VanEck Bitcoin Trust made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #876 holding.
128 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.