Sax Wealth Advisors’s Osprey Bitcoin Trust OBTC Stock Holding History

Sax Wealth Advisors’s Portfolio OBTC Stock Details OBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-7,754	Closed	-$218K	–	563
2026 Q1	$218K	Hold	7,754	–	–	0.01%	459
2025 Q4	$218K	Buy	+7,754	New	+$219K	0.01%	465

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Sax Wealth Advisors's OBTC Position: Q2 2026 in Review

Sax Wealth Advisors sold out of Osprey Bitcoin Trust (OBTC) in Q2 2026, closing a stake of 7,754 shares — an estimated $218K sold.

Sax Wealth Advisors first reported a position in OBTC in Q4 2025 and held it in 2 quarters. The position peaked at $218K in Q1 2026. 1 fund tracked by Wall St. Rank holds OBTC as of Q2 2026.

Sax Wealth Advisors reported no remaining Osprey Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
Sax Wealth Advisors sold 7,754 Osprey Bitcoin Trust shares in Q2 2026, an estimated $218K.
Sax Wealth Advisors first reported a position in Osprey Bitcoin Trust in Q4 2025 and held it in 2 quarters.
Sax Wealth Advisors's Osprey Bitcoin Trust position peaked at $218K in Q1 2026.
1 fund tracked by Wall St. Rank held Osprey Bitcoin Trust as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.