NEWAS
BTC

N.E.W. Advisory Services’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

N.E.W. Advisory Services’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 		$623 Buy
24
+4
+20% +$127 ﹤0.01% 966
2026
Q1 		$600 Hold
20
– – ﹤0.01% 904
2025
Q4 		$775 Hold
20
– – ﹤0.01% 865
2025
Q3 		$1.01K Sell
20
-1,033
-98% -$52.4K ﹤0.01% 796
2025
Q2 		$50.3K Sell
1,053
-530
-33% -$23.1K ﹤0.01% 316
2025
Q1 		$57.8K Buy
+1,583
New +$65.3K ﹤0.01% 340

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 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
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
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

N.E.W. Advisory Services's BTC Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 20% in Q2 2026, buying an estimated $127 and bringing the position to 24 shares worth $623. The position accounts for ﹤0.01% of the portfolio, ranked #966.

N.E.W. Advisory Services first reported a position in BTC in Q1 2025 and has held it in 6 quarters since. The position peaked at $57.8K in Q1 2025. 343 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • N.E.W. Advisory Services held 24 shares of Grayscale Bitcoin Mini Trust ETF worth $623 as of Q2 2026.
  • N.E.W. Advisory Services bought 4 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $127.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #966 holding.
  • N.E.W. Advisory Services first reported a position in Grayscale Bitcoin Mini Trust ETF in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's Grayscale Bitcoin Mini Trust ETF position peaked at $57.8K in Q1 2025.
  • 343 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.