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Claro Advisors’s Roundhill Bitcoin Covered Call Strategy ETF YBTC Stock Holding History

Claro Advisors’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
Q2 		$224K Sell
13,527
-1,063
-7% -$21.8K 0.02% 490
2026
Q1 		$307K Sell
14,590
-1,467
-9% -$35.2K 0.04% 364
2025
Q4 		$457K Sell
16,057
-3,726
-19% -$132K 0.06% 241
2025
Q3 		$886K Buy
19,783
+13,312
+206% +$625K 0.13% 142
2025
Q2 		$302K Sell
6,471
-283
-4% -$12.4K 0.05% 292
2025
Q1 		$270K Buy
+6,754
New +$311K 0.04% 414

Other funds holding YBTC

BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
LFA
LGT Financial Advisors Dallas, Texas $18.9M AUM 25.06% 1-Year Est. Return

Claro Advisors's YBTC Position: Q2 2026 in Review

Claro Advisors reduced its Roundhill Bitcoin Covered Call Strategy ETF (YBTC) stake by 7.3% in Q2 2026, selling an estimated $21.8K and leaving 13,527 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #490.

Claro Advisors first reported a position in YBTC in Q1 2025 and has held it in 6 quarters since. The position peaked at $886K in Q3 2025. 5 funds tracked by Wall St. Rank hold YBTC as of Q2 2026.

  • Claro Advisors held 13,527 shares of Roundhill Bitcoin Covered Call Strategy ETF worth $224K as of Q2 2026.
  • Claro Advisors sold 1,063 Roundhill Bitcoin Covered Call Strategy ETF shares in Q2 2026, an estimated $21.8K.
  • Roundhill Bitcoin Covered Call Strategy ETF made up 0.02% of Claro Advisors's portfolio in Q2 2026, its #490 holding.
  • Claro Advisors first reported a position in Roundhill Bitcoin Covered Call Strategy ETF in Q1 2025 and has held it in 6 quarters since.
  • Claro Advisors's Roundhill Bitcoin Covered Call Strategy ETF position peaked at $886K in Q3 2025.
  • 5 funds tracked by Wall St. Rank held Roundhill Bitcoin Covered Call Strategy ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.