Allworth Financial’s CoinShares Bitcoin and Ether ETF BTF Stock Holding History

Allworth Financial’s Portfolio BTF Stock Details BTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-640	Closed	-$12.3K	–	5181
2026 Q1	$12.3K	Buy	+640	New	+$14K	﹤0.01%	3369
2025 Q4	–	Sell	-640	Closed	-$55.6K	–	5055
2025 Q3	$55.6K	Hold	640	–	–	﹤0.01%	2034
2025 Q2	$42.1K	Hold	640	–	–	﹤0.01%	2058
2025 Q1	$33.2K	Hold	640	–	–	﹤0.01%	1767
2024 Q4	$48K	Buy	+640	New	+$62.6K	﹤0.01%	1592

Other funds holding BTF

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial's BTF Position: Q2 2026 in Review

Allworth Financial sold out of CoinShares Bitcoin and Ether ETF (BTF) in Q2 2026, closing a stake of 640 shares — an estimated $12.3K sold.

Allworth Financial first reported a position in BTF in Q4 2024 and held it in 5 quarters. The position peaked at $55.6K in Q3 2025. 8 funds tracked by Wall St. Rank hold BTF as of Q2 2026.

Allworth Financial reported no remaining CoinShares Bitcoin and Ether ETF position as of Q2 2026 after selling out during the quarter.
Allworth Financial sold 640 CoinShares Bitcoin and Ether ETF shares in Q2 2026, an estimated $12.3K.
Allworth Financial first reported a position in CoinShares Bitcoin and Ether ETF in Q4 2024 and held it in 5 quarters.
Allworth Financial's CoinShares Bitcoin and Ether ETF position peaked at $55.6K in Q3 2025.
8 funds tracked by Wall St. Rank held CoinShares Bitcoin and Ether ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.