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Center for Wealth Management Advisory HODL Position History

VanEck Bitcoin ETF • Financial Services

Quarters held
4
Latest value
$9.3M
Q3 2026
Peak value
$10.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6.2M
Q1 2026$6.6M
Q2 2026$10.5M
Q3 2026$9.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$9.3M15.3K——
Q2 2026$10.5M16.0K——
Q1 2026$6.6M17.1K——
Q4 2025$6.2M17.1K——

Other funds holding HODL

Other Center for Wealth Management Advisory positions

FPF

FIRST TR EXCHANGE-TRADED FD

$14.9M
FPF

FIRST TR EXCHANGE-TRADED FD

$14.4M
FPF

FIRST TR EXCHANGE-TRADED FD

$14.1M
FPF

FIRST TR EXCHANGE-TRADED FD

$12.6M
KHC

ISHARES TR

$10.2M
KHC

ISHARES TR

$9.7M
FPF

FIRST TR EXCHANGE-TRADED FD

$9.2M
FPF

FIRST TR EXCHANGE-TRADED FD

$8.8M