AF
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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
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Simplex Trading
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Morgan Stanley
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. 9 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.
  • 9 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.