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 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

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Belpointe Asset Management's YBTC Position: Q2 2026 in Review

Belpointe Asset Management increased its Roundhill Bitcoin Covered Call Strategy ETF (YBTC) stake by 68% in Q2 2026, buying an estimated $1.23M and bringing the position to 148,546 shares worth $2.46M. The position accounts for 0.08% of the portfolio, ranked #233.

Belpointe Asset Management first reported a position in YBTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.79M in Q4 2025. 16 funds tracked by Wall St. Rank hold YBTC as of Q2 2026.

Belpointe Asset Management held 148,546 shares of Roundhill Bitcoin Covered Call Strategy ETF worth $2.46M as of Q2 2026.
Belpointe Asset Management bought 60,045 Roundhill Bitcoin Covered Call Strategy ETF shares in Q2 2026, an estimated $1.23M.
Roundhill Bitcoin Covered Call Strategy ETF made up 0.08% of Belpointe Asset Management's portfolio in Q2 2026, its #233 holding.
Belpointe Asset Management first reported a position in Roundhill Bitcoin Covered Call Strategy ETF in Q4 2025 and has held it in 3 quarters since.
Belpointe Asset Management's Roundhill Bitcoin Covered Call Strategy ETF position peaked at $4.79M in Q4 2025.
16 funds tracked by Wall St. Rank held Roundhill Bitcoin Covered Call Strategy ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.