UBS Group
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UBS Group’s CoinShares ETF Trust CoinShares Bitcoin and Ether ETF BTF Stock Holding History

UBS Group’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
2023
Q4 		– Sell
-1,539
Closed -$76.8K – 9334
2023
Q3 		$76.8K Buy
1,539
+461
+43% +$24.3K ﹤0.01% 6014
2023
Q2 		$62.3K Buy
+1,078
New +$58.7K ﹤0.01% 6351

Other funds holding BTF

SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IIL
Insight Inv LLC El Segundo, California $212M AUM 60.58% 1-Year Est. Return
SGI
Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

UBS Group's BTF Position: Q4 2023 in Review

UBS Group sold out of CoinShares ETF Trust CoinShares Bitcoin and Ether ETF (BTF) in Q4 2023, closing a stake of 1,539 shares — an estimated $76.8K sold.

UBS Group first reported a position in BTF in Q2 2023 and held it in 2 quarters. The position peaked at $76.8K in Q3 2023. 14 funds tracked by Wall St. Rank hold BTF as of Q4 2023.

  • UBS Group reported no remaining CoinShares ETF Trust CoinShares Bitcoin and Ether ETF position as of Q4 2023 after selling out during the quarter.
  • UBS Group sold 1,539 CoinShares ETF Trust CoinShares Bitcoin and Ether ETF shares in Q4 2023, an estimated $76.8K.
  • UBS Group first reported a position in CoinShares ETF Trust CoinShares Bitcoin and Ether ETF in Q2 2023 and held it in 2 quarters.
  • UBS Group's CoinShares ETF Trust CoinShares Bitcoin and Ether ETF position peaked at $76.8K in Q3 2023.
  • 14 funds tracked by Wall St. Rank held CoinShares ETF Trust CoinShares Bitcoin and Ether ETF as of Q4 2023.

Based on UBS Group's 13F filing for Q4 2023, filed 9 Feb 2024.