PWA
BTC

Provenance Wealth Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Provenance Wealth 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 		$91.9K Buy
3,540
+2,123
+150% +$67.4K 0.01% 190
2026
Q1 		$42.5K Buy
+1,417
New +$47.9K ﹤0.01% 215

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
B
Bullish George Town $178M AUM
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

Provenance Wealth Advisors's BTC Position: Q2 2026 in Review

Provenance Wealth Advisors increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 150% in Q2 2026, buying an estimated $67.4K and bringing the position to 3,540 shares worth $91.9K. The position accounts for 0.01% of the portfolio, ranked #190.

Provenance Wealth Advisors first reported a position in BTC in Q1 2026 and has held it in 2 quarters since. 463 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Provenance Wealth Advisors held 3,540 shares of Grayscale Bitcoin Mini Trust ETF worth $91.9K as of Q2 2026.
  • Provenance Wealth Advisors bought 2,123 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $67.4K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #190 holding.
  • Provenance Wealth Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q1 2026 and has held it in 2 quarters since.
  • 463 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.