Tradition Wealth Management’s CoinShares Bitcoin and Ether ETF BTF Stock Holding History

Tradition Wealth Management’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
2024 Q1	–	Sell	-50	Closed	-$3K	–	486
2023 Q4	$3K	Buy	+50	New	+$3.25K	﹤0.01%	1219
2023 Q3	–	Sell	-50	Closed	-$3K	–	1362
2023 Q2	$3K	Hold	50	–	–	﹤0.01%	1313
2023 Q1	$3K	Buy	+50	New	+$2.28K	﹤0.01%	1236
2022 Q2	–	Sell	-50	Closed	-$4K	–	1087
2022 Q1	$4K	Buy	50 +20	+67%	+$1.62K	﹤0.01%	1062
2021 Q4	$3K	Buy	+30	New	+$3.3K	﹤0.01%	1127

Other funds holding BTF

SDH

Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

IIL

Insight Inv LLC El Segundo, California $212M AUM 60.58% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Tradition Wealth Management's BTF Position: Q1 2024 in Review

Tradition Wealth Management sold out of CoinShares Bitcoin and Ether ETF (BTF) in Q1 2024, closing a stake of 50 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in BTF in Q4 2021 and held it in 5 quarters. The position peaked at $4K in Q1 2022. 14 funds tracked by Wall St. Rank hold BTF as of Q1 2024.

Tradition Wealth Management reported no remaining CoinShares Bitcoin and Ether ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 50 CoinShares Bitcoin and Ether ETF shares in Q1 2024, an estimated $3K.
Tradition Wealth Management first reported a position in CoinShares Bitcoin and Ether ETF in Q4 2021 and held it in 5 quarters.
Tradition Wealth Management's CoinShares Bitcoin and Ether ETF position peaked at $4K in Q1 2022.
14 funds tracked by Wall St. Rank held CoinShares Bitcoin and Ether ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.