Powell Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Powell Investment Advisors’s Portfolio IBIT Stock Details IBIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.3M	Sell	39,032 -13,848	-26%	-$563K	0.41%	32
2026 Q1	$2.03M	Buy	52,880 +18,356	+53%	+$795K	0.7%	24
2025 Q4	$1.71M	Buy	34,524 +14,153	+69%	+$804K	0.59%	26
2025 Q3	$1.32M	Buy	20,371 +556	+3%	+$36.2K	0.46%	30
2025 Q2	$1.21M	Buy	19,815 +1,952	+11%	+$109K	0.46%	32
2025 Q1	$836K	Buy	17,863 +2,709	+18%	+$143K	0.41%	36
2024 Q4	$804K	Buy	15,154 +6,709	+79%	+$317K	0.37%	42
2024 Q3	$305K	Buy	+8,445	New	+$293K	0.14%	87

Other funds holding IBIT

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

OCM

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Powell Investment Advisors's IBIT Position: Q2 2026 in Review

Powell Investment Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 26% in Q2 2026, selling an estimated $563K and leaving 39,032 shares worth $1.3M. The position accounts for 0.41% of the portfolio, ranked #32.

Powell Investment Advisors first reported a position in IBIT in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.03M in Q1 2026. 678 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Powell Investment Advisors held 39,032 shares of iShares Bitcoin Trust worth $1.3M as of Q2 2026.
Powell Investment Advisors sold 13,848 iShares Bitcoin Trust shares in Q2 2026, an estimated $563K.
iShares Bitcoin Trust made up 0.41% of Powell Investment Advisors's portfolio in Q2 2026, its #32 holding.
Powell Investment Advisors first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
Powell Investment Advisors's iShares Bitcoin Trust position peaked at $2.03M in Q1 2026.
678 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.