Valeo Financial Advisors’s CoinShares ETF Trust CoinShares Bitcoin Mining ETF WGMI Stock Holding History

Valeo Financial Advisors’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
2025 Q3	–	Sell	-30,000	Closed	-$682K	–	887
2025 Q2	$682K	Buy	+30,000	New	+$488K	0.02%	380

Other funds holding WGMI

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MWM

Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RWMG

Redwood Wealth Management Group Medford, New Jersey $232M AUM 22.66% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Valeo Financial Advisors's WGMI Position: Q3 2025 in Review

Valeo Financial Advisors sold out of CoinShares ETF Trust CoinShares Bitcoin Mining ETF (WGMI) in Q3 2025, closing a stake of 30,000 shares — an estimated $682K sold.

Valeo Financial Advisors first reported a position in WGMI in Q2 2025 and held it in 1 quarter. The position peaked at $682K in Q2 2025. 48 funds tracked by Wall St. Rank hold WGMI as of Q3 2025.

Valeo Financial Advisors reported no remaining CoinShares ETF Trust CoinShares Bitcoin Mining ETF position as of Q3 2025 after selling out during the quarter.
Valeo Financial Advisors sold 30,000 CoinShares ETF Trust CoinShares Bitcoin Mining ETF shares in Q3 2025, an estimated $682K.
Valeo Financial Advisors first reported a position in CoinShares ETF Trust CoinShares Bitcoin Mining ETF in Q2 2025 and held it in 1 quarter.
Valeo Financial Advisors's CoinShares ETF Trust CoinShares Bitcoin Mining ETF position peaked at $682K in Q2 2025.
48 funds tracked by Wall St. Rank held CoinShares ETF Trust CoinShares Bitcoin Mining ETF as of Q3 2025.

Based on Valeo Financial Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.