Valeo Financial Advisors’s Morgan Stanley Bitcoin Trust MSBT Stock Holding History

Valeo Financial Advisors’s Portfolio MSBT Stock Details MSBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$185K	Buy	+10,955	New	+$226K	﹤0.01%	775

Other funds holding MSBT

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Valeo Financial Advisors's MSBT Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Morgan Stanley Bitcoin Trust (MSBT) in Q2 2026: 10,955 shares worth $185K. The stake represents ﹤0.01% of the portfolio and ranks #775 among its holdings.

2 funds tracked by Wall St. Rank hold MSBT as of Q2 2026.

Valeo Financial Advisors held 10,955 shares of Morgan Stanley Bitcoin Trust worth $185K as of Q2 2026.
Morgan Stanley Bitcoin Trust was a new Valeo Financial Advisors position in Q2 2026.
Morgan Stanley Bitcoin Trust made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #775 holding.
2 funds tracked by Wall St. Rank held Morgan Stanley Bitcoin Trust as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.