IFP Advisors’s CoinShares ETF Trust CoinShares Bitcoin and Ether ETF BTF Stock Holding History

IFP Advisors’s Portfolio BTF Stock Details BTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-20	Closed	-$998	–	3086
2023 Q3	$998	Hold	20	–	–	﹤0.01%	3000
2023 Q2	$1.16K	Sell	20 -1,240	-98%	-$67.5K	﹤0.01%	3046
2023 Q1	$153K	Hold	1,260	–	–	0.01%	1057
2022 Q4	$153K	Hold	1,260	–	–	﹤0.01%	1488
2022 Q3	$153K	Buy	1,260 +740	+142%	+$30.2K	﹤0.01%	1577
2022 Q2	$63K	Hold	520	–	–	﹤0.01%	1997
2022 Q1	$63K	Buy	520 +500	+2,500%	+$40.4K	﹤0.01%	1997
2021 Q4	$2K	Buy	+20	New	+$2.2K	﹤0.01%	2748

Other funds holding BTF

Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return

Belvedere Trading

Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Insight Inv LLC El Segundo, California $183M AUM 30.02% 1-Year Est. Return

Summit Global Investments Bountiful, Utah $1.69B AUM 12.13% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Simplex Trading

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Qube Research & Technologies (QRT)

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return