USCWA
BTC

U.S. Capital Wealth Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

U.S. Capital 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
Q1 		$277K Sell
9,229
-48
-0.5% -$1.62K 0.01% 847
2025
Q4 		$359K Buy
9,277
+578
+7% +$25.6K 0.01% 751
2025
Q3 		$440K Buy
8,699
+164
+2% +$8.32K 0.01% 662
2025
Q2 		$408K Buy
8,535
+34
+0.4% +$1.49K 0.01% 650
2025
Q1 		$310K Buy
+8,501
New +$351K 0.01% 695

Other funds holding BTC

B
Bullish George Town $178M AUM
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

U.S. Capital Wealth Advisors's BTC Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 0.52% in Q1 2026, selling an estimated $1.62K and leaving 9,229 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #847.

U.S. Capital Wealth Advisors first reported a position in BTC in Q1 2025 and has held it in 5 quarters since. The position peaked at $440K in Q3 2025. 490 funds tracked by Wall St. Rank hold BTC as of Q1 2026.

  • U.S. Capital Wealth Advisors held 9,229 shares of Grayscale Bitcoin Mini Trust ETF worth $277K as of Q1 2026.
  • U.S. Capital Wealth Advisors sold 48 Grayscale Bitcoin Mini Trust ETF shares in Q1 2026, an estimated $1.62K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #847 holding.
  • U.S. Capital Wealth Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q1 2025 and has held it in 5 quarters since.
  • U.S. Capital Wealth Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $440K in Q3 2025.
  • 490 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.