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Albion Financial Group’s Roundhill Bitcoin Covered Call Strategy ETF YBTC Stock Holding History

Albion Financial Group’s Portfolio YBTC Stock Details YBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-65
Closed -$3.23K – 698
2024
Q4 		$3.23K Buy
+65
New +$3.18K ﹤0.01% 510

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CA
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AF
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TRCT
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S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
SIS
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Albion Financial Group's YBTC Position: Q1 2025 in Review

Albion Financial Group sold out of Roundhill Bitcoin Covered Call Strategy ETF (YBTC) in Q1 2025, closing a stake of 65 shares — an estimated $3.23K sold.

Albion Financial Group first reported a position in YBTC in Q4 2024 and held it in 1 quarter. The position peaked at $3.23K in Q4 2024. 10 funds tracked by Wall St. Rank hold YBTC as of Q1 2025.

  • Albion Financial Group reported no remaining Roundhill Bitcoin Covered Call Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Albion Financial Group sold 65 Roundhill Bitcoin Covered Call Strategy ETF shares in Q1 2025, an estimated $3.23K.
  • Albion Financial Group first reported a position in Roundhill Bitcoin Covered Call Strategy ETF in Q4 2024 and held it in 1 quarter.
  • Albion Financial Group's Roundhill Bitcoin Covered Call Strategy ETF position peaked at $3.23K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Roundhill Bitcoin Covered Call Strategy ETF as of Q1 2025.

Based on Albion Financial Group's 13F filing for Q1 2025, filed 25 Apr 2025.