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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
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

MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Belpointe Asset Management's YBTC Position: Q1 2026 in Review

Belpointe Asset Management reduced its Roundhill Bitcoin Covered Call Strategy ETF (YBTC) stake by 47% in Q1 2026, selling an estimated $1.91M and leaving 88,501 shares worth $1.86M. The position accounts for 0.07% of the portfolio, ranked #254.

Belpointe Asset Management first reported a position in YBTC in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.79M in Q4 2025. 17 funds tracked by Wall St. Rank hold YBTC as of Q1 2026.

  • Belpointe Asset Management held 88,501 shares of Roundhill Bitcoin Covered Call Strategy ETF worth $1.86M as of Q1 2026.
  • Belpointe Asset Management sold 79,700 Roundhill Bitcoin Covered Call Strategy ETF shares in Q1 2026, an estimated $1.91M.
  • Roundhill Bitcoin Covered Call Strategy ETF made up 0.07% of Belpointe Asset Management's portfolio in Q1 2026, its #254 holding.
  • Belpointe Asset Management first reported a position in Roundhill Bitcoin Covered Call Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • Belpointe Asset Management's Roundhill Bitcoin Covered Call Strategy ETF position peaked at $4.79M in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Roundhill Bitcoin Covered Call Strategy ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.