Innovative Advisory Group, LLC’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Innovative Advisory Group, LLC’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	$313K	Sell	12,065 -712	-6%	-$22.6K	0.24%	25
2026 Q1	$383K	Sell	12,777 -12,416	-49%	-$420K	0.31%	24
2025 Q4	$976K	Buy	25,193 +3,411	+16%	+$151K	0.62%	23
2025 Q3	$1.1M	Sell	21,782 -170	-0.8%	-$8.62K	0.68%	22
2025 Q2	$1.05M	Sell	21,952 -328	-1%	-$14.3K	0.89%	14
2025 Q1	$813K	Sell	22,280 -494	-2%	-$20.4K	0.77%	15
2024 Q4	$954K	Buy	+22,774	New	+$838K	0.83%	17

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

Innovative Advisory Group, LLC's BTC Position: Q2 2026 in Review

Innovative Advisory Group, LLC reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 5.6% in Q2 2026, selling an estimated $22.6K and leaving 12,065 shares worth $313K. The position accounts for 0.24% of the portfolio, ranked #25.

Innovative Advisory Group, LLC first reported a position in BTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.1M in Q3 2025. 465 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Innovative Advisory Group, LLC held 12,065 shares of Grayscale Bitcoin Mini Trust ETF worth $313K as of Q2 2026.
Innovative Advisory Group, LLC sold 712 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $22.6K.
Grayscale Bitcoin Mini Trust ETF made up 0.24% of Innovative Advisory Group, LLC's portfolio in Q2 2026, its #25 holding.
Innovative Advisory Group, LLC first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2024 and has held it in 7 quarters since.
Innovative Advisory Group, LLC's Grayscale Bitcoin Mini Trust ETF position peaked at $1.1M in Q3 2025.
465 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q2 2026, filed 22 Sep 2026.