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Brookwood Investment Group’s Roundhill Bitcoin Covered Call Strategy ETF YBTC Stock Holding History

Brookwood Investment Group’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
-34,704
Closed -$987K – 612
2025
Q4 		$987K Buy
+34,704
New +$1.23M 0.12% 172

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
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

Brookwood Investment Group's YBTC Position: Q1 2026 in Review

Brookwood Investment Group sold out of Roundhill Bitcoin Covered Call Strategy ETF (YBTC) in Q1 2026, closing a stake of 34,704 shares — an estimated $987K sold.

Brookwood Investment Group first reported a position in YBTC in Q4 2025 and held it in 1 quarter. The position peaked at $987K in Q4 2025. 17 funds tracked by Wall St. Rank hold YBTC as of Q1 2026.

  • Brookwood Investment Group reported no remaining Roundhill Bitcoin Covered Call Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Brookwood Investment Group sold 34,704 Roundhill Bitcoin Covered Call Strategy ETF shares in Q1 2026, an estimated $987K.
  • Brookwood Investment Group first reported a position in Roundhill Bitcoin Covered Call Strategy ETF in Q4 2025 and held it in 1 quarter.
  • Brookwood Investment Group's Roundhill Bitcoin Covered Call Strategy ETF position peaked at $987K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Roundhill Bitcoin Covered Call Strategy ETF as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.