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

Bullish George Town $178M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 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. 465 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.
465 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.