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Estate Planners Group’s Roundhill Bitcoin Covered Call Strategy ETF YBTC Stock Holding History

Estate Planners 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
-51
Closed -$1.46K – 437
2025
Q4 		$1.46K Buy
+51
New +$1.81K ﹤0.01% 413

Other funds holding YBTC

MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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 $87.6B AUM 131.08% 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

Estate Planners Group's YBTC Position: Q1 2026 in Review

Estate Planners Group sold out of Roundhill Bitcoin Covered Call Strategy ETF (YBTC) in Q1 2026, closing a stake of 51 shares — an estimated $1.46K sold.

Estate Planners Group first reported a position in YBTC in Q4 2025 and held it in 1 quarter. The position peaked at $1.46K in Q4 2025. 17 funds tracked by Wall St. Rank hold YBTC as of Q1 2026.

  • Estate Planners Group reported no remaining Roundhill Bitcoin Covered Call Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 51 Roundhill Bitcoin Covered Call Strategy ETF shares in Q1 2026, an estimated $1.46K.
  • Estate Planners Group first reported a position in Roundhill Bitcoin Covered Call Strategy ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Roundhill Bitcoin Covered Call Strategy ETF position peaked at $1.46K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Roundhill Bitcoin Covered Call Strategy ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.