SWA
BTC

Stratos Wealth Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Stratos Wealth Advisors’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 		$385K Buy
14,851
+1,120
+8% +$35.6K 0.02% 444
2026
Q1 		$412K Buy
+13,731
New +$464K 0.03% 426

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

Stratos Wealth Advisors's BTC Position: Q2 2026 in Review

Stratos Wealth Advisors increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 8.2% in Q2 2026, buying an estimated $35.6K and bringing the position to 14,851 shares worth $385K. The position accounts for 0.02% of the portfolio, ranked #444.

Stratos Wealth Advisors first reported a position in BTC in Q1 2026 and has held it in 2 quarters since. The position peaked at $412K in Q1 2026. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Stratos Wealth Advisors held 14,851 shares of Grayscale Bitcoin Mini Trust ETF worth $385K as of Q2 2026.
  • Stratos Wealth Advisors bought 1,120 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $35.6K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.02% of Stratos Wealth Advisors's portfolio in Q2 2026, its #444 holding.
  • Stratos Wealth Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q1 2026 and has held it in 2 quarters since.
  • Stratos Wealth Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $412K in Q1 2026.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.