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Pacific Capital Wealth Advisors’s CoinShares Bitcoin and Ether ETF BTF Stock Holding History

Pacific Capital Wealth Advisors’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
2025
Q1 		– Sell
-40
Closed -$2.93K – 125
2024
Q4 		$2.93K Hold
40
– – ﹤0.01% 333
2024
Q3 		$3.27K Hold
40
– – ﹤0.01% 367
2024
Q2 		$3.7K Hold
40
– – ﹤0.01% 409
2024
Q1 		$4.23K Hold
40
– – ﹤0.01% 340
2023
Q4 		$2.68K Buy
+40
New +$2.6K ﹤0.01% 277

Other funds holding BTF

SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
IIL
Insight Inv LLC El Segundo, California $212M AUM 60.58% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Pacific Capital Wealth Advisors's BTF Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of CoinShares Bitcoin and Ether ETF (BTF) in Q1 2025, closing a stake of 40 shares — an estimated $2.93K sold.

Pacific Capital Wealth Advisors first reported a position in BTF in Q4 2023 and held it in 5 quarters. The position peaked at $4.23K in Q1 2024. 15 funds tracked by Wall St. Rank hold BTF as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining CoinShares Bitcoin and Ether ETF position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 40 CoinShares Bitcoin and Ether ETF shares in Q1 2025, an estimated $2.93K.
  • Pacific Capital Wealth Advisors first reported a position in CoinShares Bitcoin and Ether ETF in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's CoinShares Bitcoin and Ether ETF position peaked at $4.23K in Q1 2024.
  • 15 funds tracked by Wall St. Rank held CoinShares Bitcoin and Ether ETF as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.