VFA
MSBT

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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
PHWM
Palatine Hill Wealth Management Birmingham, Michigan $124M AUM
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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.

25 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.
  • 25 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.