IFP Advisors’s 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

SDH

Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IIL

Insight Inv LLC El Segundo, California $212M AUM 60.58% 1-Year Est. Return

SGI

Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return

SWM

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

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

PCWA

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

IFP Advisors's BTF Position: Q4 2023 in Review

IFP Advisors sold out of CoinShares Bitcoin and Ether ETF (BTF) in Q4 2023, closing a stake of 20 shares — an estimated $998 sold.

IFP Advisors first reported a position in BTF in Q4 2021 and held it in 8 quarters. The position peaked at $153K in Q1 2023. 13 funds tracked by Wall St. Rank hold BTF as of Q4 2023.

IFP Advisors reported no remaining CoinShares Bitcoin and Ether ETF position as of Q4 2023 after selling out during the quarter.
IFP Advisors sold 20 CoinShares Bitcoin and Ether ETF shares in Q4 2023, an estimated $998.
IFP Advisors first reported a position in CoinShares Bitcoin and Ether ETF in Q4 2021 and held it in 8 quarters.
IFP Advisors's CoinShares Bitcoin and Ether ETF position peaked at $153K in Q1 2023.
13 funds tracked by Wall St. Rank held CoinShares Bitcoin and Ether ETF as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.