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Melia Wealth’s Roundhill Bitcoin Covered Call Strategy ETF YBTC Stock Holding History

Melia Wealth’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
Q1 		$12.7M Buy
601,149
+185,939
+45% +$4.46M 6.13% 9
2025
Q4 		$11.8M Buy
415,210
+27,489
+7% +$973K 5.46% 11
2025
Q3 		$17.4M Buy
387,721
+383,178
+8,434% +$18M 7.6% 3
2025
Q2 		$212K Buy
+4,543
New +$200K 0.1% 21

Other funds holding YBTC

BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Melia Wealth's YBTC Position: Q1 2026 in Review

Melia Wealth increased its Roundhill Bitcoin Covered Call Strategy ETF (YBTC) stake by 45% in Q1 2026, buying an estimated $4.46M and bringing the position to 601,149 shares worth $12.7M. The position accounts for 6.13% of the portfolio, ranked #9.

Melia Wealth first reported a position in YBTC in Q2 2025 and has held it in 4 quarters since. The position peaked at $17.4M in Q3 2025. 17 funds tracked by Wall St. Rank hold YBTC as of Q1 2026.

  • Melia Wealth held 601,149 shares of Roundhill Bitcoin Covered Call Strategy ETF worth $12.7M as of Q1 2026.
  • Melia Wealth bought 185,939 Roundhill Bitcoin Covered Call Strategy ETF shares in Q1 2026, an estimated $4.46M.
  • Roundhill Bitcoin Covered Call Strategy ETF made up 6.13% of Melia Wealth's portfolio in Q1 2026, its #9 holding.
  • Melia Wealth first reported a position in Roundhill Bitcoin Covered Call Strategy ETF in Q2 2025 and has held it in 4 quarters since.
  • Melia Wealth's Roundhill Bitcoin Covered Call Strategy ETF position peaked at $17.4M in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Roundhill Bitcoin Covered Call Strategy ETF as of Q1 2026.

Based on Melia Wealth's 13F filing for Q1 2026, filed 8 May 2026.