Proficio Capital Partners
WGMI icon

Proficio Capital Partners’s CoinShares Bitcoin Mining and Digital Power ETF WGMI Stock Holding History

Proficio Capital Partners’s Portfolio WGMI Stock Details WGMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-20,500
Closed -$434K – 344
2024
Q2 		$434K Buy
+20,500
New +$350K 0.05% 189

Other funds holding WGMI

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
VitalStone Financial
VitalStone Financial Shavano Park, Texas $147M AUM 27.84% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Redwood Wealth Management Group
Redwood Wealth Management Group Medford, New Jersey $232M AUM 22.66% 1-Year Est. Return
NWAM LLC
NWAM LLC Mercer Island, Washington $2.09B AUM 23.73% 1-Year Est. Return
Centaurus Financial
Centaurus Financial Anaheim, California $2.59B AUM 20.02% 1-Year Est. Return

Proficio Capital Partners's WGMI Position: Q3 2024 in Review

Proficio Capital Partners sold out of CoinShares Bitcoin Mining and Digital Power ETF (WGMI) in Q3 2024, closing a stake of 20,500 shares — an estimated $434K sold.

Proficio Capital Partners first reported a position in WGMI in Q2 2024 and held it in 1 quarter. The position peaked at $434K in Q2 2024. 27 funds tracked by Wall St. Rank hold WGMI as of Q3 2024.

  • Proficio Capital Partners reported no remaining CoinShares Bitcoin Mining and Digital Power ETF position as of Q3 2024 after selling out during the quarter.
  • Proficio Capital Partners sold 20,500 CoinShares Bitcoin Mining and Digital Power ETF shares in Q3 2024, an estimated $434K.
  • Proficio Capital Partners first reported a position in CoinShares Bitcoin Mining and Digital Power ETF in Q2 2024 and held it in 1 quarter.
  • Proficio Capital Partners's CoinShares Bitcoin Mining and Digital Power ETF position peaked at $434K in Q2 2024.
  • 27 funds tracked by Wall St. Rank held CoinShares Bitcoin Mining and Digital Power ETF as of Q3 2024.

Based on Proficio Capital Partners's 13F filing for Q3 2024, filed 1 Nov 2024.