Toth Financial Advisory’s CoinShares Bitcoin Mining and Digital Power ETF WGMI Stock Holding History

Toth Financial Advisory’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
2022 Q4	–	Sell	-400	Closed	-$3K	–	812
2022 Q3	$3K	Hold	400	–	–	﹤0.01%	616
2022 Q2	$4K	Hold	400	–	–	﹤0.01%	539
2022 Q1	$10K	Buy	+400	New	+$10.2K	﹤0.01%	482

Other funds holding WGMI

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

VitalStone Financial Shavano Park, Texas $147M AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Toth Financial Advisory's WGMI Position: Q4 2022 in Review

Toth Financial Advisory sold out of CoinShares Bitcoin Mining and Digital Power ETF (WGMI) in Q4 2022, closing a stake of 400 shares — an estimated $3K sold.

Toth Financial Advisory first reported a position in WGMI in Q1 2022 and held it in 3 quarters. The position peaked at $10K in Q1 2022. 5 funds tracked by Wall St. Rank hold WGMI as of Q4 2022.

Toth Financial Advisory reported no remaining CoinShares Bitcoin Mining and Digital Power ETF position as of Q4 2022 after selling out during the quarter.
Toth Financial Advisory sold 400 CoinShares Bitcoin Mining and Digital Power ETF shares in Q4 2022, an estimated $3K.
Toth Financial Advisory first reported a position in CoinShares Bitcoin Mining and Digital Power ETF in Q1 2022 and held it in 3 quarters.
Toth Financial Advisory's CoinShares Bitcoin Mining and Digital Power ETF position peaked at $10K in Q1 2022.
5 funds tracked by Wall St. Rank held CoinShares Bitcoin Mining and Digital Power ETF as of Q4 2022.

Based on Toth Financial Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.