TWD
BTBT icon

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
Q3 		– Sell
-1,248
Closed -$2.25K – 2619
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 $3.42B AUM 25.82% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

True Wealth Design's BTBT Position: Q3 2026 in Review

True Wealth Design sold out of Bit Digital (BTBT) in Q3 2026, closing a stake of 1,248 shares — an estimated $2.25K sold.

True Wealth Design first reported a position in BTBT in Q1 2025 and held it in 2 quarters. The position peaked at $2.25K in Q2 2026. 9 funds tracked by Wall St. Rank hold BTBT as of Q3 2026.

  • True Wealth Design reported no remaining Bit Digital position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 1,248 Bit Digital shares in Q3 2026, an estimated $2.25K.
  • True Wealth Design first reported a position in Bit Digital in Q1 2025 and held it in 2 quarters.
  • True Wealth Design's Bit Digital position peaked at $2.25K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Bit Digital as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.