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Steward Partners Investment Advisory’s VanEck Bitcoin Trust HODL Stock Holding History

Steward Partners Investment Advisory’s Portfolio HODL Stock Details HODL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.78M Buy
197,421
+75,273
+62% +$1.63M 0.02% 614
2025
Q4 		$3.02M Buy
122,148
+36,919
+43% +$1.05M 0.02% 630
2025
Q3 		$2.76M Buy
85,229
+48,213
+130% +$1.56M 0.02% 661
2025
Q2 		$1.13M Buy
37,016
+36,816
+18,408% +$1.03M 0.01% 940
2025
Q1 		$4.66K Hold
200
– – ﹤0.01% 3401
2024
Q4 		$5.29K Hold
200
– – ﹤0.01% 3342
2024
Q3 		$3.59K Hold
200
– – ﹤0.01% 3285
2024
Q2 		$3.39K Hold
200
– – ﹤0.01% 3154
2024
Q1 		$4.02K Buy
+200
New +$3.1K ﹤0.01% 3111

Other funds holding HODL

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NIM
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TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.78B AUM 15.72% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return