Strategic Wealth Partners’s VanEck Bitcoin Trust HODL Stock Holding History

Strategic Wealth Partners’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 Q2	$66.3K	Sell	3,990 -124	-3%	-$2.52K	﹤0.01%	473
2026 Q1	$78.8K	Hold	4,114	–	–	0.01%	432
2025 Q4	$102K	Buy	4,114 +109	+3%	+$3.08K	0.01%	404
2025 Q3	$130K	Sell	4,005 -1,576	-28%	-$51.1K	0.01%	400
2025 Q2	$170K	Buy	+5,581	New	+$156K	0.01%	341

Other funds holding HODL

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return

Strategic Wealth Partners's HODL Position: Q2 2026 in Review

Strategic Wealth Partners reduced its VanEck Bitcoin Trust (HODL) stake by 3% in Q2 2026, selling an estimated $2.52K and leaving 3,990 shares worth $66.3K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Strategic Wealth Partners first reported a position in HODL in Q2 2025 and has held it in 5 quarters since. The position peaked at $170K in Q2 2025. 128 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

Strategic Wealth Partners held 3,990 shares of VanEck Bitcoin Trust worth $66.3K as of Q2 2026.
Strategic Wealth Partners sold 124 VanEck Bitcoin Trust shares in Q2 2026, an estimated $2.52K.
VanEck Bitcoin Trust made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #473 holding.
Strategic Wealth Partners first reported a position in VanEck Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
Strategic Wealth Partners's VanEck Bitcoin Trust position peaked at $170K in Q2 2025.
128 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.