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Comprehensive Wealth Management, LLC → HODL

Comprehensive Wealth Management, LLC HODL Position History

VanEck Bitcoin ETF • Financial Services

Quarters held
5
Latest value
$6.5M
Q3 2026
Peak value
$6.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2M
Q4 2025$6.8M
Q1 2026$6.5M
Q2 2026$6.2M
Q3 2026$6.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.5M73.9K——
Q2 2026$6.2M81.7K——
Q1 2026$6.5M70.6K——
Q4 2025$6.8M79.8K——
Q3 2025$2M26.5K——

Other funds holding HODL

Other Comprehensive Wealth Management, LLC positions

FPF

FIRST TR EXCHANGE TRADED FD

$32.7M
FPF

FIRST TR EXCHANGE-TRADED FD

$31.6M
FPF

FIRST TR EXCHANGE TRADED FD

$30.6M
MDY

SPDR INDEX SHS FDS

$28.5M
MDY

SPDR INDEX SHS FDS

$28.3M
STT-PG

SELECT SECTOR SPDR TR

$26.2M
MDY

SPDR INDEX SHS FDS

$25.2M
FPF

FIRST TR EXCHANGE TRADED FD

$24.9M
Comprehensive Wealth Management, LLC HODL Holdings: 13F Position History | Track13F