Sowell Financial Services’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Sowell Financial Services’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	$344K	Sell	13,274 -475	-3%	-$15.1K	0.01%	804
2026 Q1	$412K	Sell	13,749 -1,955	-12%	-$66.1K	0.02%	709
2025 Q4	$608K	Buy	15,704 +770	+5%	+$34.1K	0.02%	585
2025 Q3	$756K	Sell	14,934 -877	-6%	-$44.5K	0.03%	508
2025 Q2	$755K	Buy	15,811 +3,897	+33%	+$170K	0.03%	498
2025 Q1	$435K	Buy	+11,914	New	+$492K	0.02%	616
2024 Q4	–	Sell	-10,460	Closed	-$294K	–	626
2024 Q3	$294K	Buy	+10,460	New	+$279K	0.01%	497

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

Sowell Financial Services's BTC Position: Q2 2026 in Review

Sowell Financial Services reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 3.5% in Q2 2026, selling an estimated $15.1K and leaving 13,274 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #804.

Sowell Financial Services first reported a position in BTC in Q3 2024 and has held it in 7 quarters since. The position peaked at $756K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Sowell Financial Services held 13,274 shares of Grayscale Bitcoin Mini Trust ETF worth $344K as of Q2 2026.
Sowell Financial Services sold 475 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $15.1K.
Grayscale Bitcoin Mini Trust ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #804 holding.
Sowell Financial Services first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 7 quarters since.
Sowell Financial Services's Grayscale Bitcoin Mini Trust ETF position peaked at $756K in Q3 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.