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 Q2	$319K	Sell	19,218 -41,468	-68%	-$842K	0.01%	526
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 $164B AUM 112.45% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

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

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

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

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return

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

Visionary Wealth Advisors reduced its VanEck Bitcoin Trust (HODL) stake by 68% in Q2 2026, selling an estimated $842K and leaving 19,218 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #526.

Visionary Wealth Advisors first reported a position in HODL in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.45M in Q2 2025. 127 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

Visionary Wealth Advisors held 19,218 shares of VanEck Bitcoin Trust worth $319K as of Q2 2026.
Visionary Wealth Advisors sold 41,468 VanEck Bitcoin Trust shares in Q2 2026, an estimated $842K.
VanEck Bitcoin Trust made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #526 holding.
Visionary Wealth Advisors first reported a position in VanEck Bitcoin Trust in Q2 2024 and has held it in 9 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 Q2 2026.

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