Visionary Wealth Advisors’s VanEck Bitcoin Trust HODL Stock Holding History

Visionary Wealth Advisors’s Portfolio HODL Stock Details HODL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.16M	Buy	60,686 +14,128	+30%	+$305K	0.05%	249
2025 Q4	$1.15M	Buy	46,558 +6,095	+15%	+$173K	0.05%	250
2025 Q3	$1.31M	Sell	40,463 -7,084	-15%	-$230K	0.06%	241
2025 Q2	$1.45M	Buy	47,547 +8,901	+23%	+$248K	0.07%	230
2025 Q1	$901K	Buy	38,646 +4,394	+13%	+$116K	0.05%	275
2024 Q4	$905K	Buy	34,252 +3,532	+11%	+$82.9K	0.05%	271
2024 Q3	$552K	Buy	30,720 +6,976	+29%	+$120K	0.03%	334
2024 Q2	$403K	Buy	+23,744	New	+$440K	0.03%	360

Other funds holding HODL

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Visionary Wealth Advisors's HODL Position: Q1 2026 in Review

Visionary Wealth Advisors increased its VanEck Bitcoin Trust (HODL) stake by 30% in Q1 2026, buying an estimated $305K and bringing the position to 60,686 shares worth $1.16M. The position accounts for 0.05% of the portfolio, ranked #249.

Visionary Wealth Advisors first reported a position in HODL in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.45M in Q2 2025. 127 funds tracked by Wall St. Rank hold HODL as of Q1 2026.

Visionary Wealth Advisors held 60,686 shares of VanEck Bitcoin Trust worth $1.16M as of Q1 2026.
Visionary Wealth Advisors bought 14,128 VanEck Bitcoin Trust shares in Q1 2026, an estimated $305K.
VanEck Bitcoin Trust made up 0.05% of Visionary Wealth Advisors's portfolio in Q1 2026, its #249 holding.
Visionary Wealth Advisors first reported a position in VanEck Bitcoin Trust in Q2 2024 and has held it in 8 quarters since.
Visionary Wealth Advisors's VanEck Bitcoin Trust position peaked at $1.45M in Q2 2025.
127 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.