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Cape Investment Advisory’s CoinShares ETF Trust CoinShares Bitcoin Mining ETF WGMI Stock Holding History

Cape Investment Advisory’s Portfolio WGMI Stock Details WGMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1
Closed -$18 – 1184
2023
Q4 		$18 Buy
+1
New +$12 ﹤0.01% 1126

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
VF
VitalStone Financial Shavano Park, Texas $147M AUM 27.84% 1-Year Est. Return
RWMG
Redwood Wealth Management Group Medford, New Jersey $232M AUM 22.66% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Cape Investment Advisory's WGMI Position: Q1 2024 in Review

Cape Investment Advisory sold out of CoinShares ETF Trust CoinShares Bitcoin Mining ETF (WGMI) in Q1 2024, closing a stake of 1 share — an estimated $18 sold.

Cape Investment Advisory first reported a position in WGMI in Q4 2023 and held it in 1 quarter. The position peaked at $18 in Q4 2023. 15 funds tracked by Wall St. Rank hold WGMI as of Q1 2024.

  • Cape Investment Advisory reported no remaining CoinShares ETF Trust CoinShares Bitcoin Mining ETF position as of Q1 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 1 CoinShares ETF Trust CoinShares Bitcoin Mining ETF share in Q1 2024, an estimated $18.
  • Cape Investment Advisory first reported a position in CoinShares ETF Trust CoinShares Bitcoin Mining ETF in Q4 2023 and held it in 1 quarter.
  • Cape Investment Advisory's CoinShares ETF Trust CoinShares Bitcoin Mining ETF position peaked at $18 in Q4 2023.
  • 15 funds tracked by Wall St. Rank held CoinShares ETF Trust CoinShares Bitcoin Mining ETF as of Q1 2024.

Based on Cape Investment Advisory's 13F filing for Q1 2024, filed 21 Jun 2024.