Belvedere Trading
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Belvedere Trading’s Roundhill Bitcoin Covered Call Strategy ETF YBTC Stock Holding History

Belvedere Trading’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 		– Sell
-100
Closed -$2.85K – 1035
2025
Q4 		$2.85K Sell
100
-1,300
-93% -$46K ﹤0.01% 812
2025
Q3 		$62.7K Sell
1,400
-3,900
-74% -$183K ﹤0.01% 648
2025
Q2 		$247K Buy
5,300
+5,000
+1,667% +$220K ﹤0.01% 387
2025
Q1 		$12K Buy
+300
New +$13.8K ﹤0.01% 590
2024
Q4 		– Sell
-8,000
Closed -$334K – 1098
2024
Q3 		$334K Buy
+8,000
New +$355K ﹤0.01% 242

Other funds holding YBTC

MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 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
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

Belvedere Trading's YBTC Position: Q1 2026 in Review

Belvedere Trading reduced its Roundhill Bitcoin Covered Call Strategy ETF (YBTC) stake by 35% in Q1 2026, selling an estimated $108K and leaving 8,297 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Belvedere Trading first reported a position in YBTC in Q3 2024 and has held it in 6 quarters since. The position peaked at $365K in Q4 2025. 17 funds tracked by Wall St. Rank hold YBTC as of Q1 2026.

  • Belvedere Trading held 8,297 shares of Roundhill Bitcoin Covered Call Strategy ETF worth $175K as of Q1 2026.
  • Belvedere Trading sold 4,522 Roundhill Bitcoin Covered Call Strategy ETF shares in Q1 2026, an estimated $108K.
  • Roundhill Bitcoin Covered Call Strategy ETF made up ﹤0.01% of Belvedere Trading's portfolio in Q1 2026, its #451 holding.
  • Belvedere Trading first reported a position in Roundhill Bitcoin Covered Call Strategy ETF in Q3 2024 and has held it in 6 quarters since.
  • Belvedere Trading's Roundhill Bitcoin Covered Call Strategy ETF position peaked at $365K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Roundhill Bitcoin Covered Call Strategy ETF as of Q1 2026.

Based on Belvedere Trading's 13F filing for Q1 2026, filed 12 May 2026.