Soltis Investment Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Soltis Investment 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	$444K	Sell	17,102 -606	-3%	-$19.2K	0.02%	385
2026 Q1	$531K	Buy	17,708 +7,462	+73%	+$252K	0.03%	331
2025 Q4	$397K	Sell	10,246 -28,202	-73%	-$1.25M	0.03%	359
2025 Q3	$1.95M	Buy	38,448 +29,269	+319%	+$1.48M	0.13%	142
2025 Q2	$438K	Buy	+9,179	New	+$401K	0.03%	269
2024 Q4	–	Sell	-3,717	Closed	-$105K	–	396
2024 Q3	$105K	Buy	+3,717	New	+$99.1K	0.01%	356

Other funds holding BTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Bullish George Town $178M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Soltis Investment Advisors's BTC Position: Q2 2026 in Review

Soltis Investment Advisors reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 3.4% in Q2 2026, selling an estimated $19.2K and leaving 17,102 shares worth $444K. The position accounts for 0.02% of the portfolio, ranked #385.

Soltis Investment Advisors first reported a position in BTC in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.95M in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Soltis Investment Advisors held 17,102 shares of Grayscale Bitcoin Mini Trust ETF worth $444K as of Q2 2026.
Soltis Investment Advisors sold 606 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $19.2K.
Grayscale Bitcoin Mini Trust ETF made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #385 holding.
Soltis Investment Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 6 quarters since.
Soltis Investment Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $1.95M in Q3 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.