Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Wealth Enhancement Advisory Services’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 Q1	$1.24M	Sell	41,946 -27,759	-40%	-$938K	﹤0.01%	1666
2025 Q4	$2.85M	Buy	69,705 +2,315	+3%	+$103K	﹤0.01%	1328
2025 Q3	$3.63M	Buy	67,390 +4,879	+8%	+$247K	0.01%	1125
2025 Q2	$3.03M	Sell	62,511 -7,514	-11%	-$328K	0.01%	1140
2025 Q1	$2.56M	Buy	70,025 +20,116	+40%	+$830K	﹤0.01%	1127
2024 Q4	$2.09M	Buy	49,909 +13,768	+38%	+$507K	﹤0.01%	1169
2024 Q3	$1.02M	Buy	+36,141	New	+$963K	﹤0.01%	1383

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Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Emory University Atlanta, Georgia $267M AUM 48.26% 1-Year Est. Return

Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return