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 Q1	$42.5K	Buy	+1,417	New	+$47.9K	﹤0.01%	215

Other funds holding BTC

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Emory University Atlanta, Georgia $267M AUM 48.26% 1-Year Est. Return

Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SDH

Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Provenance Wealth Advisors's BTC Position: Q1 2026 in Review

Provenance Wealth Advisors opened a new position in Grayscale Bitcoin Mini Trust ETF (BTC) in Q1 2026: 1,417 shares worth $42.5K. The stake represents ﹤0.01% of the portfolio and ranks #215 among its holdings.

487 funds tracked by Wall St. Rank hold BTC as of Q1 2026.

Provenance Wealth Advisors held 1,417 shares of Grayscale Bitcoin Mini Trust ETF worth $42.5K as of Q1 2026.
Grayscale Bitcoin Mini Trust ETF was a new Provenance Wealth Advisors position in Q1 2026.
Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q1 2026, its #215 holding.
487 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q1 2026.

Based on Provenance Wealth Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.