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

NewEdge 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
Q1 		$250K Buy
11,870
+454
+4% +$10.9K ﹤0.01% 2469
2025
Q4 		$325K Buy
11,416
+268
+2% +$9.49K ﹤0.01% 2261
2025
Q3 		$499K Sell
11,148
-4,109
-27% -$193K ﹤0.01% 1812
2025
Q2 		$712K Buy
+15,257
New +$671K ﹤0.01% 1481

Other funds holding YBTC

MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
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
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

NewEdge Advisors's YBTC Position: Q1 2026 in Review

NewEdge Advisors increased its Roundhill Bitcoin Covered Call Strategy ETF (YBTC) stake by 4% in Q1 2026, buying an estimated $10.9K and bringing the position to 11,870 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #2469.

NewEdge Advisors first reported a position in YBTC in Q2 2025 and has held it in 4 quarters since. The position peaked at $712K in Q2 2025. 17 funds tracked by Wall St. Rank hold YBTC as of Q1 2026.

  • NewEdge Advisors held 11,870 shares of Roundhill Bitcoin Covered Call Strategy ETF worth $250K as of Q1 2026.
  • NewEdge Advisors bought 454 Roundhill Bitcoin Covered Call Strategy ETF shares in Q1 2026, an estimated $10.9K.
  • Roundhill Bitcoin Covered Call Strategy ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2469 holding.
  • NewEdge Advisors first reported a position in Roundhill Bitcoin Covered Call Strategy ETF in Q2 2025 and has held it in 4 quarters since.
  • NewEdge Advisors's Roundhill Bitcoin Covered Call Strategy ETF position peaked at $712K in Q2 2025.
  • 17 funds tracked by Wall St. Rank held Roundhill Bitcoin Covered Call Strategy ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.