Independent Financial Group’s Roundhill Ether Covered Call Strategy ETF YETH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-231,780
Closed -$6.18M 1499
2025
Q3
$6.18M Buy
+231,780
New +$6.39M 0.15% 130

Other funds holding YETH

Independent Financial Group's YETH Position: Q4 2025 in Review

Independent Financial Group sold out of Roundhill Ether Covered Call Strategy ETF (YETH) in Q4 2025, closing a stake of 231,780 shares — an estimated $6.18M sold.

Independent Financial Group first reported a position in YETH in Q3 2025 and held it in 1 quarter. The position peaked at $6.18M in Q3 2025. 12 funds tracked by Wall St. Rank hold YETH as of Q4 2025.

  • Independent Financial Group reported no remaining Roundhill Ether Covered Call Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Independent Financial Group sold 231,780 Roundhill Ether Covered Call Strategy ETF shares in Q4 2025, an estimated $6.18M.
  • Independent Financial Group first reported a position in Roundhill Ether Covered Call Strategy ETF in Q3 2025 and held it in 1 quarter.
  • Independent Financial Group's Roundhill Ether Covered Call Strategy ETF position peaked at $6.18M in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Roundhill Ether Covered Call Strategy ETF as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.