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Valeo Financial Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Valeo Financial 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
Q3 		– Sell
-21,350
Closed -$554K – 910
2026
Q2 		$554K Buy
+21,350
New +$678K 0.01% 420
2024
Q4 		– Sell
-2,276
Closed -$64.1K – 794
2024
Q3 		$64.1K Buy
+2,276
New +$60.7K ﹤0.01% 684

Other funds holding BTC

RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Valeo Financial Advisors's BTC Position: Q3 2026 in Review

Valeo Financial Advisors sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q3 2026, closing a stake of 21,350 shares — an estimated $554K sold.

Valeo Financial Advisors first reported a position in BTC in Q3 2024 and held it in 2 quarters. The position peaked at $554K in Q2 2026. 27 funds tracked by Wall St. Rank hold BTC as of Q3 2026.

  • Valeo Financial Advisors reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q3 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 21,350 Grayscale Bitcoin Mini Trust ETF shares in Q3 2026, an estimated $554K.
  • Valeo Financial Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and held it in 2 quarters.
  • Valeo Financial Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $554K in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.