SWAG
BTC

Spectrum Wealth Advisory Group’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Spectrum Wealth Advisory Group’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 		$4.88K Buy
+188
New +$5.97K ﹤0.01% 277

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

Spectrum Wealth Advisory Group's BTC Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026: 188 shares worth $4.88K. The stake represents ﹤0.01% of the portfolio and ranks #277 among its holdings.

461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Spectrum Wealth Advisory Group held 188 shares of Grayscale Bitcoin Mini Trust ETF worth $4.88K as of Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF was a new Spectrum Wealth Advisory Group position in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #277 holding.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.