AWE
XBTF

Avidian Wealth Enterprises’s VanEck Bitcoin Strategy ETF XBTF Stock Holding History

Avidian Wealth Enterprises’s Portfolio XBTF Stock Details XBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-13,500
Closed -$257K – 484
2022
Q3 		$257K Buy
+13,500
New +$279K 0.02% 353
2022
Q2 		– Sell
-8,500
Closed -$381K – 514
2022
Q1 		$381K Buy
8,500
+1,100
+15% +$44.9K 0.02% 351
2021
Q4 		$353K Buy
+7,400
New +$383K 0.02% 373

Other funds holding XBTF

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Avidian Wealth Enterprises's XBTF Position: Q4 2022 in Review

Avidian Wealth Enterprises sold out of VanEck Bitcoin Strategy ETF (XBTF) in Q4 2022, closing a stake of 13,500 shares — an estimated $257K sold.

Avidian Wealth Enterprises first reported a position in XBTF in Q4 2021 and held it in 3 quarters. The position peaked at $381K in Q1 2022. 8 funds tracked by Wall St. Rank hold XBTF as of Q4 2022.

  • Avidian Wealth Enterprises reported no remaining VanEck Bitcoin Strategy ETF position as of Q4 2022 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 13,500 VanEck Bitcoin Strategy ETF shares in Q4 2022, an estimated $257K.
  • Avidian Wealth Enterprises first reported a position in VanEck Bitcoin Strategy ETF in Q4 2021 and held it in 3 quarters.
  • Avidian Wealth Enterprises's VanEck Bitcoin Strategy ETF position peaked at $381K in Q1 2022.
  • 8 funds tracked by Wall St. Rank held VanEck Bitcoin Strategy ETF as of Q4 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2022, filed 6 Feb 2023.