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Sound Income Strategies’s Roundhill Bitcoin Covered Call Strategy ETF YBTC Stock Holding History

Sound Income Strategies’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
Q2 		– Sell
-51
Closed -$1.07K – 2438
2026
Q1 		$1.07K Hold
51
– – ﹤0.01% 2290
2025
Q4 		$1.54K Hold
51
– – ﹤0.01% 2199
2025
Q3 		$2.22K Buy
51
+33
+183% +$1.55K ﹤0.01% 1329
2025
Q2 		$840 Hold
18
– – ﹤0.01% 1400
2025
Q1 		$719 Hold
18
– – ﹤0.01% 1383
2024
Q4 		$895 Hold
18
– – ﹤0.01% 1292
2024
Q3 		$753 Hold
18
– – ﹤0.01% 1279
2024
Q2 		$813 Buy
18
+9
+100% +$468 ﹤0.01% 1232
2024
Q1 		$496 Buy
+9
New +$478 ﹤0.01% 1238

Other funds holding YBTC

BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
LFA
LGT Financial Advisors Dallas, Texas $18.9M AUM 25.06% 1-Year Est. Return

Sound Income Strategies's YBTC Position: Q2 2026 in Review

Sound Income Strategies sold out of Roundhill Bitcoin Covered Call Strategy ETF (YBTC) in Q2 2026, closing a stake of 51 shares — an estimated $1.07K sold.

Sound Income Strategies first reported a position in YBTC in Q1 2024 and held it in 9 quarters. The position peaked at $2.22K in Q3 2025. 5 funds tracked by Wall St. Rank hold YBTC as of Q2 2026.

  • Sound Income Strategies reported no remaining Roundhill Bitcoin Covered Call Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 51 Roundhill Bitcoin Covered Call Strategy ETF shares in Q2 2026, an estimated $1.07K.
  • Sound Income Strategies first reported a position in Roundhill Bitcoin Covered Call Strategy ETF in Q1 2024 and held it in 9 quarters.
  • Sound Income Strategies's Roundhill Bitcoin Covered Call Strategy ETF position peaked at $2.22K in Q3 2025.
  • 5 funds tracked by Wall St. Rank held Roundhill Bitcoin Covered Call Strategy ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.