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True Wealth Design’s Bit Digital BTBT Stock Holding History

True Wealth Design’s Portfolio BTBT Stock Details BTBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.25K Buy
+1,248
New +$2.2K ﹤0.01% 1642
2025
Q2 		– Sell
-22
Closed -$45 – 2606
2025
Q1 		$45 Buy
+22
New +$63 ﹤0.01% 2408

Other funds holding BTBT

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

True Wealth Design's BTBT Position: Q2 2026 in Review

True Wealth Design opened a new position in Bit Digital (BTBT) in Q2 2026: 1,248 shares worth $2.25K. The stake represents ﹤0.01% of the portfolio and ranks #1642 among its holdings. This is a return to the name: True Wealth Design previously reported a position in BTBT as recently as Q1 2025.

True Wealth Design first reported a position in BTBT in Q1 2025 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold BTBT as of Q2 2026.

  • True Wealth Design held 1,248 shares of Bit Digital worth $2.25K as of Q2 2026.
  • Bit Digital was a new True Wealth Design position in Q2 2026.
  • Bit Digital made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1642 holding.
  • True Wealth Design first reported a position in Bit Digital in Q1 2025 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held Bit Digital as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.