PWMA
BTC

Pension & Wealth Management Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Pension & Wealth Management 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 		$2.6K Hold
100
– – ﹤0.01% 495
2026
Q1 		$3K Hold
100
– – ﹤0.01% 455
2025
Q4 		$3.87K Hold
100
– – ﹤0.01% 451
2025
Q3 		$5.06K Hold
100
– – ﹤0.01% 434
2025
Q2 		$4.78K Hold
100
– – ﹤0.01% 400
2025
Q1 		$3.65K Hold
100
– – ﹤0.01% 397
2024
Q4 		$4.19K Hold
100
– – ﹤0.01% 403
2024
Q3 		$2.81K Buy
+100
New +$2.67K ﹤0.01% 329

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
TI
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
Morgan Stanley New York $1.89T AUM 35.08% 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

Pension & Wealth Management Advisors's BTC Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q2 2026 at 100 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Pension & Wealth Management Advisors first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.06K in Q3 2025. 441 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Pension & Wealth Management Advisors held 100 shares of Grayscale Bitcoin Mini Trust ETF worth $2.6K as of Q2 2026.
  • Pension & Wealth Management Advisors left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #495 holding.
  • Pension & Wealth Management Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • Pension & Wealth Management Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $5.06K in Q3 2025.
  • 441 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.