Spectrum Wealth Advisory Group
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Spectrum Wealth Advisory Group’s WisdomTree Bitcoin Fund BTCW Stock Holding History

Spectrum Wealth Advisory Group’s Portfolio BTCW Stock Details BTCW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-342
Closed -$21.2K – 135
2026
Q2 		$21.2K Buy
+342
New +$26K 0.01% 203

Other funds holding BTCW

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LPL Financial
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Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
Pioneer Family Office
Pioneer Family Office North Miami Beach, Florida $198M AUM 23.66% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Nautilus Advisors
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Spectrum Wealth Advisory Group's BTCW Position: Q3 2026 in Review

Spectrum Wealth Advisory Group sold out of WisdomTree Bitcoin Fund (BTCW) in Q3 2026, closing a stake of 342 shares — an estimated $21.2K sold.

Spectrum Wealth Advisory Group first reported a position in BTCW in Q2 2026 and held it in 1 quarter. The position peaked at $21.2K in Q2 2026. 16 funds tracked by Wall St. Rank hold BTCW as of Q3 2026.

  • Spectrum Wealth Advisory Group reported no remaining WisdomTree Bitcoin Fund position as of Q3 2026 after selling out during the quarter.
  • Spectrum Wealth Advisory Group sold 342 WisdomTree Bitcoin Fund shares in Q3 2026, an estimated $21.2K.
  • Spectrum Wealth Advisory Group first reported a position in WisdomTree Bitcoin Fund in Q2 2026 and held it in 1 quarter.
  • Spectrum Wealth Advisory Group's WisdomTree Bitcoin Fund position peaked at $21.2K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held WisdomTree Bitcoin Fund as of Q3 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.