LGT Financial Advisors’s Roundhill Bitcoin Covered Call Strategy ETF YBTC Stock Holding History

LGT Financial Advisors’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 Q2	$325	Hold	20	–	–	﹤0.01%	214
2026 Q1	$414	Hold	20	–	–	﹤0.01%	240
2025 Q4	$560	Buy	20 +6	+43%	+$212	﹤0.01%	245
2025 Q3	$624	Buy	+14	New	+$657	﹤0.01%	359

Other funds holding YBTC

IWN

Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

LGT Financial Advisors's YBTC Position: Q2 2026 in Review

LGT Financial Advisors held its Roundhill Bitcoin Covered Call Strategy ETF (YBTC) position steady in Q2 2026 at 20 shares worth $325. The position accounts for ﹤0.01% of the portfolio, ranked #214.

LGT Financial Advisors first reported a position in YBTC in Q3 2025 and has held it in 4 quarters since. The position peaked at $624 in Q3 2025. 3 funds tracked by Wall St. Rank hold YBTC as of Q2 2026.

LGT Financial Advisors held 20 shares of Roundhill Bitcoin Covered Call Strategy ETF worth $325 as of Q2 2026.
LGT Financial Advisors left its Roundhill Bitcoin Covered Call Strategy ETF share count unchanged in Q2 2026.
Roundhill Bitcoin Covered Call Strategy ETF made up ﹤0.01% of LGT Financial Advisors's portfolio in Q2 2026, its #214 holding.
LGT Financial Advisors first reported a position in Roundhill Bitcoin Covered Call Strategy ETF in Q3 2025 and has held it in 4 quarters since.
LGT Financial Advisors's Roundhill Bitcoin Covered Call Strategy ETF position peaked at $624 in Q3 2025.
3 funds tracked by Wall St. Rank held Roundhill Bitcoin Covered Call Strategy ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.