SWP
BTC

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

Stratos Wealth Partners’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
Q1 		– Sell
-5,709
Closed -$221K – 1702
2025
Q4 		$221K Buy
5,709
+1,058
+23% +$46.9K ﹤0.01% 1462
2025
Q3 		$235K Buy
+4,651
New +$236K ﹤0.01% 1375
2024
Q4 		– Sell
-4,092
Closed -$115K – 1549
2024
Q3 		$115K Buy
+4,092
New +$109K ﹤0.01% 1381

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HKAM
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SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $267M AUM 48.26% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stratos Wealth Partners's BTC Position: Q1 2026 in Review

Stratos Wealth Partners sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q1 2026, closing a stake of 5,709 shares — an estimated $221K sold.

Stratos Wealth Partners first reported a position in BTC in Q3 2024 and held it in 3 quarters. The position peaked at $235K in Q3 2025. 487 funds tracked by Wall St. Rank hold BTC as of Q1 2026.

  • Stratos Wealth Partners reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q1 2026 after selling out during the quarter.
  • Stratos Wealth Partners sold 5,709 Grayscale Bitcoin Mini Trust ETF shares in Q1 2026, an estimated $221K.
  • Stratos Wealth Partners first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and held it in 3 quarters.
  • Stratos Wealth Partners's Grayscale Bitcoin Mini Trust ETF position peaked at $235K in Q3 2025.
  • 487 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.