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Milestone Wealth’s CoinShares Bitcoin and Ether ETF BTF Stock Holding History

Milestone Wealth’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
2022
Q3 		$8K Hold
216
– – 0.01% 179
2022
Q2 		$8K Hold
216
– – 0.01% 172
2022
Q1 		$19K Hold
216
– – 0.02% 185
2021
Q4 		$19K Buy
+216
New +$23.7K 0.02% 185

Other funds holding BTF

SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
SGI
Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

Milestone Wealth's BTF Position: Q3 2022 in Review

Milestone Wealth held its CoinShares Bitcoin and Ether ETF (BTF) position steady in Q3 2022 at 216 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #179.

Milestone Wealth first reported a position in BTF in Q4 2021 and has held it in 4 quarters since. The position peaked at $19K in Q1 2022. 17 funds tracked by Wall St. Rank hold BTF as of Q3 2022.

  • Milestone Wealth held 216 shares of CoinShares Bitcoin and Ether ETF worth $8K as of Q3 2022.
  • Milestone Wealth left its CoinShares Bitcoin and Ether ETF share count unchanged in Q3 2022.
  • CoinShares Bitcoin and Ether ETF made up 0.01% of Milestone Wealth's portfolio in Q3 2022, its #179 holding.
  • Milestone Wealth first reported a position in CoinShares Bitcoin and Ether ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's CoinShares Bitcoin and Ether ETF position peaked at $19K in Q1 2022.
  • 17 funds tracked by Wall St. Rank held CoinShares Bitcoin and Ether ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.