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INVENIO WEALTH PARTNERS LLC → BTCW

INVENIO WEALTH PARTNERS LLC BTCW Position History

WisdomTree Bitcoin Fund

Quarters held
29
Latest value
$8.6M
Q3 2026
Peak value
$19.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$289K
Q3 2025$19.4M
Q3 2025$316K
Q3 2025$241K
Q3 2025$1.8M
Q3 2025$7.7M
Q3 2025$8.3M
Q4 2025$290K
Q4 2025$18.8M
Q4 2025$314K
Q4 2025$207K
Q4 2025$1.4M
Q4 2025$8M
Q4 2025$9.2M
Q1 2026$302K
Q1 2026$2.8M
Q1 2026$260K
Q1 2026$10M
Q1 2026$9M
Q2 2026$311K
Q2 2026$2.9M
Q2 2026$294K
Q2 2026$12.3M
Q2 2026$7.4M
Q3 2026$322K
Q3 2026$2.9M
Q3 2026$274K
Q3 2026$8.7M
Q3 2026$8.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8.6M170.5K——
Q3 2026$8.7M185.8K——
Q3 2026$274K7.2K——
Q3 2026$2.9M25.9K——
Q3 2026$322K7.6K——
Q2 2026$7.4M146.6K——
Q2 2026$12.3M249.5K——
Q2 2026$294K7.2K——
Q2 2026$2.9M25.9K——
Q2 2026$311K7.6K——
Q1 2026$9M179.0K——
Q1 2026$10M249.5K——
Q1 2026$260K7.2K——
Q1 2026$2.8M26.0K——
Q1 2026$302K7.6K——
Q4 2025$9.2M181.9K——
Q4 2025$8M203.9K——
Q4 2025$1.4M33.9K——
Q4 2025$207K1.4K——
Q4 2025$314K9.4K——
Q4 2025$18.8M184.3K——
Q4 2025$290K7.6K——
Q3 2025$8.3M164.4K——
Q3 2025$7.7M201.8K——
Q3 2025$1.8M45.6K——
Q3 2025$241K1.9K——
Q3 2025$316K9.4K——
Q3 2025$19.4M192.4K——
Q3 2025$289K7.6K——

Other funds holding BTCW

Other INVENIO WEALTH PARTNERS LLC positions

ETHA

ISHARES MSCI INTL VALUE FACTOR ETF

$25.1M
ETHA

ISHARES MSCI INTL VALUE FACTOR ETF

$24.4M
ETHA

ISHARES MSCI INTL VALUE FACTOR ETF

$23M
SCHW-PJ

SCHWAB U.S. LARGE-CAP GROWTH ETF

$22.4M
SCHW-PJ

SCHWAB U.S. LARGE-CAP GROWTH ETF

$22.4M
SCHW-PJ

SCHWAB U.S. LARGE-CAP GROWTH ETF

$22.2M
SCHW-PJ

SCHWAB U.S. LARGE-CAP GROWTH ETF

$22.1M
JPM-PM

JPMORGAN MUNICIPAL ETF

$20.7M