IFP Advisors’s VanEck Bitcoin Strategy ETF XBTF Stock Holding History

IFP Advisors’s Portfolio XBTF Stock Details XBTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-480	Closed	-$29K	–	4889
2022 Q3	$29K	Hold	480	–	–	﹤0.01%	2806
2022 Q2	$29K	Hold	480	–	–	﹤0.01%	2563
2022 Q1	$29K	Buy	+480	New	+$19.6K	﹤0.01%	2562

Other funds holding XBTF

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

IFP Advisors's XBTF Position: Q4 2022 in Review

IFP Advisors sold out of VanEck Bitcoin Strategy ETF (XBTF) in Q4 2022, closing a stake of 480 shares — an estimated $29K sold.

IFP Advisors first reported a position in XBTF in Q1 2022 and held it in 3 quarters. The position peaked at $29K in Q3 2022. 8 funds tracked by Wall St. Rank hold XBTF as of Q4 2022.

IFP Advisors reported no remaining VanEck Bitcoin Strategy ETF position as of Q4 2022 after selling out during the quarter.
IFP Advisors sold 480 VanEck Bitcoin Strategy ETF shares in Q4 2022, an estimated $29K.
IFP Advisors first reported a position in VanEck Bitcoin Strategy ETF in Q1 2022 and held it in 3 quarters.
IFP Advisors's VanEck Bitcoin Strategy ETF position peaked at $29K in Q3 2022.
8 funds tracked by Wall St. Rank held VanEck Bitcoin Strategy ETF as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.