Arete Wealth Advisors’s Grayscale Bitcoin Covered Call ETF BTCC Stock Holding History

Arete Wealth Advisors’s Portfolio BTCC Stock Details BTCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$216K	Buy	+13,900	New	+$251K	0.02%	318

Other funds holding BTCC

Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return

LSA

L & S Advisors Los Angeles, California $795M AUM 52.77% 1-Year Est. Return

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UIA

Ulland Investment Advisors Minneapolis, Minnesota $136M AUM 32.68% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BFP

Birchwood Financial Partners Bloomington, Minnesota $104M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Arete Wealth Advisors's BTCC Position: Q1 2026 in Review

Arete Wealth Advisors opened a new position in Grayscale Bitcoin Covered Call ETF (BTCC) in Q1 2026: 13,900 shares worth $216K. The stake represents 0.02% of the portfolio and ranks #318 among its holdings.

11 funds tracked by Wall St. Rank hold BTCC as of Q1 2026.

Arete Wealth Advisors held 13,900 shares of Grayscale Bitcoin Covered Call ETF worth $216K as of Q1 2026.
Grayscale Bitcoin Covered Call ETF was a new Arete Wealth Advisors position in Q1 2026.
Grayscale Bitcoin Covered Call ETF made up 0.02% of Arete Wealth Advisors's portfolio in Q1 2026, its #318 holding.
11 funds tracked by Wall St. Rank held Grayscale Bitcoin Covered Call ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.