Pinnacle Wealth Planning Services’s CoinShares Bitcoin and Ether ETF BTF Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio BTF Stock Details BTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$382	Hold	25	–	–	﹤0.01%	2673
2026 Q1	$479	Buy	+25	New	+$546	﹤0.01%	2625

Other funds holding BTF

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pinnacle Wealth Planning Services's BTF Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its CoinShares Bitcoin and Ether ETF (BTF) position steady in Q2 2026 at 25 shares worth $382. The position accounts for ﹤0.01% of the portfolio, ranked #2673.

Pinnacle Wealth Planning Services first reported a position in BTF in Q1 2026 and has held it in 2 quarters since. The position peaked at $479 in Q1 2026. 9 funds tracked by Wall St. Rank hold BTF as of Q2 2026.

Pinnacle Wealth Planning Services held 25 shares of CoinShares Bitcoin and Ether ETF worth $382 as of Q2 2026.
Pinnacle Wealth Planning Services left its CoinShares Bitcoin and Ether ETF share count unchanged in Q2 2026.
CoinShares Bitcoin and Ether ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2673 holding.
Pinnacle Wealth Planning Services first reported a position in CoinShares Bitcoin and Ether ETF in Q1 2026 and has held it in 2 quarters since.
Pinnacle Wealth Planning Services's CoinShares Bitcoin and Ether ETF position peaked at $479 in Q1 2026.
9 funds tracked by Wall St. Rank held CoinShares Bitcoin and Ether ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.