PSI
BTC

Planning Strategies Inc.’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Planning Strategies Inc.’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 		$20.4K Buy
+785
New +$24.9K 0.01% 245

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PEWA
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M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

Planning Strategies Inc.'s BTC Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026: 785 shares worth $20.4K. The stake represents 0.01% of the portfolio and ranks #245 among its holdings.

188 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Planning Strategies Inc. held 785 shares of Grayscale Bitcoin Mini Trust ETF worth $20.4K as of Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF was a new Planning Strategies Inc. position in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #245 holding.
  • 188 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.