Visionary Wealth Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Visionary 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 Q2	$234K	Buy	9,007 +64	+0.7%	+$2.03K	0.01%	611
2026 Q1	$268K	Buy	8,943 +35	+0.4%	+$1.18K	0.01%	546
2025 Q4	$345K	Sell	8,908 -401	-4%	-$17.8K	0.02%	467
2025 Q3	$471K	Buy	9,309 +107	+1%	+$5.43K	0.02%	400
2025 Q2	$439K	Buy	9,202 +957	+12%	+$41.8K	0.02%	381
2025 Q1	$301K	Buy	+8,245	New	+$340K	0.02%	441
2024 Q4	–	Sell	-7,701	Closed	-$217K	–	570
2024 Q3	$217K	Buy	+7,701	New	+$205K	0.01%	498

Other funds holding BTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Bullish George Town $178M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

SDH

Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Visionary Wealth Advisors's BTC Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 0.72% in Q2 2026, buying an estimated $2.03K and bringing the position to 9,007 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #611.

Visionary Wealth Advisors first reported a position in BTC in Q3 2024 and has held it in 7 quarters since. The position peaked at $471K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Visionary Wealth Advisors held 9,007 shares of Grayscale Bitcoin Mini Trust ETF worth $234K as of Q2 2026.
Visionary Wealth Advisors bought 64 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $2.03K.
Grayscale Bitcoin Mini Trust ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #611 holding.
Visionary Wealth Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 7 quarters since.
Visionary Wealth Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $471K in Q3 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.