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

Pettinga 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 Q2	$1.48M	Buy	57,053 +1,931	+4%	+$61.3K	0.24%	61
2026 Q1	$1.65M	Buy	55,122 +4,531	+9%	+$153K	0.31%	55
2025 Q4	$1.96M	Buy	50,591 +1,239	+3%	+$54.9K	0.37%	48
2025 Q3	$2.5M	Buy	49,352 +1,536	+3%	+$77.9K	0.49%	41
2025 Q2	$2.28M	Sell	47,816 -1,277	-3%	-$55.8K	0.5%	39
2025 Q1	$1.79M	Buy	49,093 +2,335	+5%	+$96.4K	0.42%	48
2024 Q4	$1.96M	Buy	46,758 +7,876	+20%	+$290K	0.44%	45
2024 Q3	$1.09M	Buy	+38,882	New	+$1.04M	0.26%	46

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

Pettinga Financial Advisors's BTC Position: Q2 2026 in Review

Pettinga Financial Advisors increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 3.5% in Q2 2026, buying an estimated $61.3K and bringing the position to 57,053 shares worth $1.48M. The position accounts for 0.24% of the portfolio, ranked #61.

Pettinga Financial Advisors first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.5M in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Pettinga Financial Advisors held 57,053 shares of Grayscale Bitcoin Mini Trust ETF worth $1.48M as of Q2 2026.
Pettinga Financial Advisors bought 1,931 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $61.3K.
Grayscale Bitcoin Mini Trust ETF made up 0.24% of Pettinga Financial Advisors's portfolio in Q2 2026, its #61 holding.
Pettinga Financial Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
Pettinga Financial Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $2.5M in Q3 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.