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

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

FFG Partners Fort Lauderdale, Florida $348M AUM 70.53% 1-Year Est. Return

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return