Pacific Excel Wealth Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Pacific Excel Wealth Advisors’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	$5.33M	Buy	+205,477	New	+$6.52M	2.06%	13

Other funds holding BTC

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

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

Pacific Excel Wealth Advisors's BTC Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026: 205,477 shares worth $5.33M. The stake represents 2.06% of the portfolio and ranks #13 among its holdings.

461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Pacific Excel Wealth Advisors held 205,477 shares of Grayscale Bitcoin Mini Trust ETF worth $5.33M as of Q2 2026.
Grayscale Bitcoin Mini Trust ETF was a new Pacific Excel Wealth Advisors position in Q2 2026.
Grayscale Bitcoin Mini Trust ETF made up 2.06% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #13 holding.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.