PS
BTC

Planning Strategies’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Planning Strategies’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 		$20.4K Buy
+785
New +$24.9K 0.01% 245

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

Planning Strategies's BTC Position: Q2 2026 in Review

Planning Strategies opened a new position in Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026: 785 shares worth $20.4K. The stake represents 0.01% of the portfolio and ranks #245 among its holdings.

441 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Planning Strategies held 785 shares of Grayscale Bitcoin Mini Trust ETF worth $20.4K as of Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF was a new Planning Strategies position in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #245 holding.
  • 441 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.