PFA
BTC

Peak Financial Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Peak Financial 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
Q1 		– Sell
-60,929
Closed -$2.36M – 100
2025
Q4 		$2.36M Buy
60,929
+10,258
+20% +$455K 1.06% 26
2025
Q3 		$2.57M Buy
+50,671
New +$2.57M 1.23% 20

Other funds holding BTC

HKAM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $267M AUM 48.26% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Peak Financial Advisors's BTC Position: Q1 2026 in Review

Peak Financial Advisors sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q1 2026, closing a stake of 60,929 shares — an estimated $2.36M sold.

Peak Financial Advisors first reported a position in BTC in Q3 2025 and held it in 2 quarters. The position peaked at $2.57M in Q3 2025. 487 funds tracked by Wall St. Rank hold BTC as of Q1 2026.

  • Peak Financial Advisors reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q1 2026 after selling out during the quarter.
  • Peak Financial Advisors sold 60,929 Grayscale Bitcoin Mini Trust ETF shares in Q1 2026, an estimated $2.36M.
  • Peak Financial Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2025 and held it in 2 quarters.
  • Peak Financial Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $2.57M in Q3 2025.
  • 487 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q1 2026.

Based on Peak Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.