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Ulland Investment Advisors’s Roundhill Bitcoin Covered Call Strategy ETF YBTC Stock Holding History

Ulland Investment Advisors’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
2025
Q4 		– Sell
-389
Closed -$17K – 230
2025
Q3 		$17K Buy
389
+250
+180% +$11.7K 0.01% 164
2025
Q2 		$6K Buy
+139
New +$6.12K ﹤0.01% 184

Other funds holding YBTC

MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Ulland Investment Advisors's YBTC Position: Q4 2025 in Review

Ulland Investment Advisors sold out of Roundhill Bitcoin Covered Call Strategy ETF (YBTC) in Q4 2025, closing a stake of 389 shares — an estimated $17K sold.

Ulland Investment Advisors first reported a position in YBTC in Q2 2025 and held it in 2 quarters. The position peaked at $17K in Q3 2025. 19 funds tracked by Wall St. Rank hold YBTC as of Q4 2025.

  • Ulland Investment Advisors reported no remaining Roundhill Bitcoin Covered Call Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Ulland Investment Advisors sold 389 Roundhill Bitcoin Covered Call Strategy ETF shares in Q4 2025, an estimated $17K.
  • Ulland Investment Advisors first reported a position in Roundhill Bitcoin Covered Call Strategy ETF in Q2 2025 and held it in 2 quarters.
  • Ulland Investment Advisors's Roundhill Bitcoin Covered Call Strategy ETF position peaked at $17K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held Roundhill Bitcoin Covered Call Strategy ETF as of Q4 2025.

Based on Ulland Investment Advisors's 13F filing for Q4 2025, filed 8 Jan 2026.