Belpointe Asset Management
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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
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
Group One Trading
Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
SignatureFD
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. 5 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.
  • 5 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.