Belpointe Asset Management’s Roundhill Bitcoin Covered Call Strategy ETF YBTC Stock Holding History

Belpointe Asset Management’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
2026 Q3	$2.77M	Sell	145,627 -2,919	-2%	-$52.5K	0.08%	266
2026 Q2	$2.46M	Buy	148,546 +60,045	+68%	+$1.23M	0.08%	233
2026 Q1	$1.86M	Sell	88,501 -79,700	-47%	-$1.91M	0.07%	254
2025 Q4	$4.79M	Buy	+168,201	New	+$5.95M	0.17%	94

Other funds holding YBTC

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.37% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Belpointe Asset Management's YBTC Position: Q3 2026 in Review

Belpointe Asset Management reduced its Roundhill Bitcoin Covered Call Strategy ETF (YBTC) stake by 2% in Q3 2026, selling an estimated $52.5K and leaving 145,627 shares worth $2.77M. The position accounts for 0.08% of the portfolio, ranked #266.

Belpointe Asset Management first reported a position in YBTC in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.79M in Q4 2025. 4 funds tracked by Wall St. Rank hold YBTC as of Q3 2026.

Belpointe Asset Management held 145,627 shares of Roundhill Bitcoin Covered Call Strategy ETF worth $2.77M as of Q3 2026.
Belpointe Asset Management sold 2,919 Roundhill Bitcoin Covered Call Strategy ETF shares in Q3 2026, an estimated $52.5K.
Roundhill Bitcoin Covered Call Strategy ETF made up 0.08% of Belpointe Asset Management's portfolio in Q3 2026, its #266 holding.
Belpointe Asset Management first reported a position in Roundhill Bitcoin Covered Call Strategy ETF in Q4 2025 and has held it in 4 quarters since.
Belpointe Asset Management's Roundhill Bitcoin Covered Call Strategy ETF position peaked at $4.79M in Q4 2025.
4 funds tracked by Wall St. Rank held Roundhill Bitcoin Covered Call Strategy ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.